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

Professional 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 Q3	$1.66M	Sell	7,267 -325	-4%	-$75.9K	0.28%	60
2026 Q2	$1.72M	Buy	7,592 +97	+1%	+$21.7K	0.3%	58
2026 Q1	$1.58M	Buy	7,495 +1,382	+23%	+$299K	0.32%	56
2025 Q4	$1.3M	Sell	6,113 -140	-2%	-$29.3K	0.26%	60
2025 Q3	$1.29M	Sell	6,253 -182	-3%	-$36.6K	0.27%	59
2025 Q2	$1.26M	Buy	6,435 +397	+7%	+$74K	0.29%	58
2025 Q1	$1.15M	Buy	6,038 +332	+6%	+$64.2K	0.29%	57
2024 Q4	$1.09M	Buy	5,706 +467	+9%	+$92.6K	0.28%	57
2024 Q3	$1.03M	Buy	5,239 +222	+4%	+$42.2K	0.27%	60
2024 Q2	$913K	Sell	5,017 -36	-0.7%	-$6.56K	0.25%	61
2024 Q1	$944K	Buy	5,053 +434	+9%	+$77.1K	0.27%	60
2023 Q4	$803K	Buy	4,619 +240	+5%	+$38.6K	0.27%	58
2023 Q3	$674K	Sell	4,379 -46	-1%	-$7.43K	0.3%	59
2023 Q2	$713K	Buy	+4,425	New	+$681K	0.37%	47
2023 Q1	–	Sell	-8,318	Closed	-$1.21M	–	71
2022 Q4	$1.21M	Buy	+8,318	New	+$1.19M	0.82%	23
2022 Q3	–	Sell	-8,653	Closed	-$1.19M	–	493
2022 Q2	$1.19M	Buy	+8,653	New	+$1.28M	0.66%	31

Other funds holding IVE

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

PFA

Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

PGFG

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

MGIA

Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Professional Financial Advisors's IVE Position: Q3 2026 in Review

Professional Financial Advisors reduced its iShares S&P 500 Value ETF (IVE) stake by 4.3% in Q3 2026, selling an estimated $75.9K and leaving 7,267 shares worth $1.66M. The position accounts for 0.28% of the portfolio, ranked #60.

Professional Financial Advisors first reported a position in IVE in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.72M in Q2 2026. 141 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

Professional Financial Advisors held 7,267 shares of iShares S&P 500 Value ETF worth $1.66M as of Q3 2026.
Professional Financial Advisors sold 325 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $75.9K.
iShares S&P 500 Value ETF made up 0.28% of Professional Financial Advisors's portfolio in Q3 2026, its #60 holding.
Professional Financial Advisors first reported a position in iShares S&P 500 Value ETF in Q2 2022 and has held it in 16 quarters since.
Professional Financial Advisors's iShares S&P 500 Value ETF position peaked at $1.72M in Q2 2026.
141 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Professional Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.