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Pinney & Scofield’s iShares S&P 500 Value ETF IVE Stock Holding History

Pinney & Scofield’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$19.2K Sell
91
-3
-3% -$650 0.01% 164
2025
Q4 		$19.9K Sell
94
-35
-27% -$7.33K 0.01% 150
2025
Q3 		$26.6K Sell
129
-4
-3% -$803 0.02% 136
2025
Q2 		$26K Sell
133
-4
-3% -$745 0.02% 131
2025
Q1 		$26.1K Hold
137
– – 0.02% 125
2024
Q4 		$26.2K Buy
+137
New +$27.2K 0.02% 128

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Pinney & Scofield's IVE Position: Q1 2026 in Review

Pinney & Scofield reduced its iShares S&P 500 Value ETF (IVE) stake by 3.2% in Q1 2026, selling an estimated $650 and leaving 91 shares worth $19.2K. The position accounts for 0.01% of the portfolio, ranked #164.

Pinney & Scofield first reported a position in IVE in Q4 2024 and has held it in 6 quarters since. The position peaked at $26.6K in Q3 2025. 1,705 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

  • Pinney & Scofield held 91 shares of iShares S&P 500 Value ETF worth $19.2K as of Q1 2026.
  • Pinney & Scofield sold 3 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $650.
  • iShares S&P 500 Value ETF made up 0.01% of Pinney & Scofield's portfolio in Q1 2026, its #164 holding.
  • Pinney & Scofield first reported a position in iShares S&P 500 Value ETF in Q4 2024 and has held it in 6 quarters since.
  • Pinney & Scofield's iShares S&P 500 Value ETF position peaked at $26.6K in Q3 2025.
  • 1,705 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Pinney & Scofield's 13F filing for Q1 2026, filed 15 May 2026.