PKS Advisory Services’s iShares S&P 500 Value ETF IVE Stock Holding History

PKS Advisory Services’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	$4.05M	Sell	17,827 -123,082	-87%	-$27.5M	0.65%	26
2026 Q1	$2.97M	Buy	140,909 +127,451	+947%	+$27.6M	0.69%	28
2025 Q4	$2.85M	Buy	13,458 +199	+2%	+$41.7K	0.65%	29
2025 Q3	$2.74M	Buy	13,259 +488	+4%	+$98K	0.57%	33
2025 Q2	$2.5M	Sell	12,771 -350	-3%	-$65.2K	0.62%	30
2025 Q1	$2.5M	Sell	13,121 -3,497	-21%	-$677K	0.68%	29
2024 Q4	$3.17M	Buy	+16,618	New	+$3.3M	0.79%	22

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

PKS Advisory Services's IVE Position: Q2 2026 in Review

PKS Advisory Services reduced its iShares S&P 500 Value ETF (IVE) stake by 87% in Q2 2026, selling an estimated $27.5M and leaving 17,827 shares worth $4.05M. The position accounts for 0.65% of the portfolio, ranked #26.

PKS Advisory Services first reported a position in IVE in Q4 2024 and has held it in 7 quarters since. 1,765 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

PKS Advisory Services held 17,827 shares of iShares S&P 500 Value ETF worth $4.05M as of Q2 2026.
PKS Advisory Services sold 123,082 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $27.5M.
iShares S&P 500 Value ETF made up 0.65% of PKS Advisory Services's portfolio in Q2 2026, its #26 holding.
PKS Advisory Services first reported a position in iShares S&P 500 Value ETF in Q4 2024 and has held it in 7 quarters since.
1,765 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.