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 Q2	$19.8K	Sell	87 -4	-4%	-$893	0.01%	158
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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Pinney & Scofield's IVE Position: Q2 2026 in Review

Pinney & Scofield reduced its iShares S&P 500 Value ETF (IVE) stake by 4.4% in Q2 2026, selling an estimated $893 and leaving 87 shares worth $19.8K. The position accounts for 0.01% of the portfolio, ranked #158.

Pinney & Scofield first reported a position in IVE in Q4 2024 and has held it in 7 quarters since. The position peaked at $26.6K in Q3 2025. 1,768 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Pinney & Scofield held 87 shares of iShares S&P 500 Value ETF worth $19.8K as of Q2 2026.
Pinney & Scofield sold 4 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $893.
iShares S&P 500 Value ETF made up 0.01% of Pinney & Scofield's portfolio in Q2 2026, its #158 holding.
Pinney & Scofield first reported a position in iShares S&P 500 Value ETF in Q4 2024 and has held it in 7 quarters since.
Pinney & Scofield's iShares S&P 500 Value ETF position peaked at $26.6K in Q3 2025.
1,768 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Pinney & Scofield's 13F filing for Q2 2026, filed 7 Aug 2026.