Raab & Moskowitz Asset Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Raab & Moskowitz Asset Management’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	$353K	Sell	1,555 -87	-5%	-$19.4K	0.07%	165
2026 Q1	$347K	Sell	1,642 -29	-2%	-$6.28K	0.08%	159
2025 Q4	$354K	Sell	1,671 -75	-4%	-$15.7K	0.08%	158
2025 Q3	$361K	Buy	1,746 +632	+57%	+$127K	0.08%	155
2025 Q2	$218K	Hold	1,114	–	–	0.05%	178
2025 Q1	$212K	Hold	1,114	–	–	0.05%	170
2024 Q4	$213K	Hold	1,114	–	–	0.05%	166
2024 Q3	$220K	Hold	1,114	–	–	0.06%	164
2024 Q2	$203K	Buy	+1,114	New	+$203K	0.06%	163
2020 Q1	–	Sell	-562	Closed	-$73K	–	327
2019 Q4	$73K	Buy	+562	New	+$69.9K	0.03%	216
2018 Q4	–	Sell	-848	Closed	-$98K	–	331
2018 Q3	$98K	Buy	+848	New	+$97.3K	0.04%	199

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

Raab & Moskowitz Asset Management's IVE Position: Q2 2026 in Review

Raab & Moskowitz Asset Management reduced its iShares S&P 500 Value ETF (IVE) stake by 5.3% in Q2 2026, selling an estimated $19.4K and leaving 1,555 shares worth $353K. The position accounts for 0.07% of the portfolio, ranked #165.

Raab & Moskowitz Asset Management first reported a position in IVE in Q3 2018 and has held it in 11 quarters since. The position peaked at $361K in Q3 2025. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Raab & Moskowitz Asset Management held 1,555 shares of iShares S&P 500 Value ETF worth $353K as of Q2 2026.
Raab & Moskowitz Asset Management sold 87 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $19.4K.
iShares S&P 500 Value ETF made up 0.07% of Raab & Moskowitz Asset Management's portfolio in Q2 2026, its #165 holding.
Raab & Moskowitz Asset Management first reported a position in iShares S&P 500 Value ETF in Q3 2018 and has held it in 11 quarters since.
Raab & Moskowitz Asset Management's iShares S&P 500 Value ETF position peaked at $361K in Q3 2025.
1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Raab & Moskowitz Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.