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 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

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

Professional Financial Advisors's IVE Position: Q2 2026 in Review

Professional Financial Advisors increased its iShares S&P 500 Value ETF (IVE) stake by 1.3% in Q2 2026, buying an estimated $21.7K and bringing the position to 7,592 shares worth $1.72M. The position accounts for 0.3% of the portfolio, ranked #58.

Professional Financial Advisors first reported a position in IVE in Q2 2022 and has held it in 15 quarters since. 1,764 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Professional Financial Advisors held 7,592 shares of iShares S&P 500 Value ETF worth $1.72M as of Q2 2026.
Professional Financial Advisors bought 97 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $21.7K.
iShares S&P 500 Value ETF made up 0.3% of Professional Financial Advisors's portfolio in Q2 2026, its #58 holding.
Professional Financial Advisors first reported a position in iShares S&P 500 Value ETF in Q2 2022 and has held it in 15 quarters since.
1,764 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Professional Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.