Plante Moran Financial Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Plante Moran Financial Advisors’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	$750K	Hold	3,304	–	–	0.03%	71
2026 Q1	$698K	Hold	3,304	–	–	0.05%	67
2025 Q4	$701K	Hold	3,304	–	–	0.04%	69
2025 Q3	$682K	Sell	3,304 -221	-6%	-$44.4K	0.04%	64
2025 Q2	$689K	Sell	3,525 -857	-20%	-$160K	0.05%	66
2025 Q1	$835K	Buy	4,382 +33	+0.8%	+$6.39K	0.07%	48
2024 Q4	$830K	Sell	4,349 -6	-0.1%	-$1.19K	0.07%	52
2024 Q3	$859K	Hold	4,355	–	–	0.07%	50
2024 Q2	$793K	Sell	4,355 -647	-13%	-$118K	0.08%	53
2024 Q1	$934K	Buy	5,002 +384	+8%	+$68.3K	0.1%	51
2023 Q4	$803K	Hold	4,618	–	–	0.08%	54
2023 Q3	$710K	Hold	4,618	–	–	0.09%	55
2023 Q2	$744K	Hold	4,618	–	–	0.09%	54
2023 Q1	$701K	Buy	4,618 +2,659	+136%	+$402K	0.1%	61
2022 Q4	$284K	Sell	1,959 -1,986	-50%	-$284K	0.04%	123
2022 Q3	$507K	Buy	3,945 +3,444	+687%	+$488K	0.09%	74
2022 Q2	$69K	Hold	501	–	–	0.01%	269
2022 Q1	$78K	Sell	501 -778	-61%	-$120K	0.01%	263
2021 Q4	$200K	Hold	1,279	–	–	0.03%	180
2021 Q3	$186K	Hold	1,279	–	–	0.04%	194
2021 Q2	$189K	Hold	1,279	–	–	0.05%	180
2021 Q1	$181K	Sell	1,279 -1,376	-52%	-$185K	0.05%	183
2020 Q4	$340K	Buy	2,655 +590	+29%	+$71.4K	0.11%	116
2020 Q3	$232K	Buy	2,065 +1,442	+231%	+$163K	0.08%	134
2020 Q2	$67K	Hold	623	–	–	0.03%	255
2020 Q1	$60K	Buy	623 +127	+26%	+$15.1K	0.03%	239
2019 Q4	$65K	Hold	496	–	–	0.02%	283
2019 Q3	$59K	Hold	496	–	–	0.02%	318
2019 Q2	$58K	Hold	496	–	–	0.02%	309
2019 Q1	$56K	Hold	496	–	–	0.02%	310
2018 Q4	$50K	Hold	496	–	–	0.02%	287
2018 Q3	$57K	Hold	496	–	–	0.02%	274
2018 Q2	$55K	Hold	496	–	–	0.03%	308
2018 Q1	$54K	Hold	496	–	–	0.03%	329
2017 Q4	$57K	Hold	496	–	–	0.03%	315
2017 Q3	$54K	Hold	496	–	–	0.03%	288
2017 Q2	$52K	Hold	496	–	–	0.03%	304
2017 Q1	$52K	Hold	496	–	–	0.03%	307
2016 Q4	$50K	Hold	496	–	–	0.03%	331
2016 Q3	$47K	Hold	496	–	–	0.03%	341
2016 Q2	$46K	Hold	496	–	–	0.03%	299
2016 Q1	$45K	Hold	496	–	–	0.03%	281
2015 Q4	$44K	Hold	496	–	–	0.03%	302
2015 Q3	$42K	Sell	496 -15	-3%	-$1.34K	0.03%	286
2015 Q2	$47K	Buy	511 +15	+3%	+$1.42K	0.03%	305
2015 Q1	$46K	Hold	496	–	–	0.03%	297
2014 Q4	$47K	Hold	496	–	–	0.03%	287
2014 Q3	$45K	Buy	496 +269	+119%	+$24.5K	0.04%	271
2014 Q2	$20K	Hold	227	–	–	0.02%	384
2014 Q1	$20K	Hold	227	–	–	0.02%	255
2013 Q4	$19K	Hold	227	–	–	0.01%	358
2013 Q3	$18K	Hold	227	–	–	0.01%	296
2013 Q2	$17K	Buy	+227	New	+$17.2K	0.01%	264

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

Plante Moran Financial Advisors's IVE Position: Q2 2026 in Review

Plante Moran Financial Advisors held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 3,304 shares worth $750K. The position accounts for 0.03% of the portfolio, ranked #71.

Plante Moran Financial Advisors first reported a position in IVE in Q2 2013 and has held it in 53 quarters since. The position peaked at $934K in Q1 2024. 1,764 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Plante Moran Financial Advisors held 3,304 shares of iShares S&P 500 Value ETF worth $750K as of Q2 2026.
Plante Moran Financial Advisors left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
iShares S&P 500 Value ETF made up 0.03% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #71 holding.
Plante Moran Financial Advisors first reported a position in iShares S&P 500 Value ETF in Q2 2013 and has held it in 53 quarters since.
Plante Moran Financial Advisors's iShares S&P 500 Value ETF position peaked at $934K in Q1 2024.
1,764 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.