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

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return

EWA LLC Pittsbugh, Pennsylvania $548M AUM 35% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return