PUREfi Wealth’s iShares S&P 500 Value ETF IVE Stock Holding History

PUREfi Wealth’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	$523K	Sell	2,290 -166	-7%	-$38.8K	0.24%	95
2026 Q2	$558K	Sell	2,456 -587	-19%	-$131K	0.31%	76
2026 Q1	$643K	Sell	3,043 -509	-14%	-$110K	0.42%	59
2025 Q4	$753K	Buy	3,552 +959	+37%	+$201K	0.58%	46
2025 Q3	$535K	Buy	2,593 +37	+1%	+$7.43K	0.41%	68
2025 Q2	$499K	Buy	2,556 +1,175	+85%	+$219K	0.4%	66
2025 Q1	$263K	Buy	1,381 +314	+29%	+$60.8K	0.26%	103
2024 Q4	$204K	Buy	+1,067	New	+$212K	0.2%	148

Other funds holding IVE

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Home Federal Bank of Tennessee Knoxville, Tennessee $465M AUM 18.18% 1-Year Est. Return

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

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

PUREfi Wealth's IVE Position: Q3 2026 in Review

PUREfi Wealth reduced its iShares S&P 500 Value ETF (IVE) stake by 6.8% in Q3 2026, selling an estimated $38.8K and leaving 2,290 shares worth $523K. The position accounts for 0.24% of the portfolio, ranked #95.

PUREfi Wealth first reported a position in IVE in Q4 2024 and has held it in 8 quarters since. The position peaked at $753K in Q4 2025. 456 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

PUREfi Wealth held 2,290 shares of iShares S&P 500 Value ETF worth $523K as of Q3 2026.
PUREfi Wealth sold 166 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $38.8K.
iShares S&P 500 Value ETF made up 0.24% of PUREfi Wealth's portfolio in Q3 2026, its #95 holding.
PUREfi Wealth first reported a position in iShares S&P 500 Value ETF in Q4 2024 and has held it in 8 quarters since.
PUREfi Wealth's iShares S&P 500 Value ETF position peaked at $753K in Q4 2025.
456 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on PUREfi Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.