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Planning Directions’s iShares S&P 500 Value ETF IVE Stock Holding History

Planning Directions’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 		$22.4M Buy
+105,962
New +$22.9M 11.32% 1

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

Planning Directions's IVE Position: Q1 2026 in Review

Planning Directions opened a new position in iShares S&P 500 Value ETF (IVE) in Q1 2026: 105,962 shares worth $22.4M. The stake represents 11.32% of the portfolio and ranks #1 among its holdings.

1,704 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

  • Planning Directions held 105,962 shares of iShares S&P 500 Value ETF worth $22.4M as of Q1 2026.
  • iShares S&P 500 Value ETF was a new Planning Directions position in Q1 2026.
  • iShares S&P 500 Value ETF made up 11.32% of Planning Directions's portfolio in Q1 2026, its #1 holding.
  • 1,704 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Planning Directions's 13F filing for Q1 2026, filed 15 Apr 2026.