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Rainey & Randall Wealth Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Rainey & Randall Wealth 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 		$529K Buy
2,329
+8
+0.3% +$1.79K 0.08% 42
2026
Q1 		$490K Buy
2,321
+78
+3% +$16.9K 0.08% 40
2025
Q4 		$476K Buy
2,243
+18
+0.8% +$3.77K 0.08% 41
2025
Q3 		$459K Hold
2,225
– – 0.08% 43
2025
Q2 		$435K Buy
2,225
+9
+0.4% +$1.68K 0.08% 41
2025
Q1 		$422K Buy
2,216
+41
+2% +$7.93K 0.08% 40
2024
Q4 		$415K Buy
2,175
+11
+0.5% +$2.18K 0.08% 39
2024
Q3 		$427K Buy
2,164
+12
+0.6% +$2.28K 0.09% 34
2024
Q2 		$392K Buy
2,152
+9
+0.4% +$1.64K 0.09% 32
2024
Q1 		$394K Sell
2,143
-616
-22% -$109K 0.09% 34
2023
Q4 		$480K Buy
2,759
+35
+1% +$5.63K 0.12% 32
2023
Q3 		$419K Hold
2,724
– – 0.12% 32
2023
Q2 		$439K Buy
2,724
+288
+12% +$44.3K 0.13% 31
2023
Q1 		$370K Buy
2,436
+208
+9% +$31.4K 0.12% 32
2022
Q4 		$323K Buy
2,228
+26
+1% +$3.71K 0.11% 33
2022
Q3 		$283K Sell
2,202
-1,059
-32% -$150K 0.11% 40
2022
Q2 		$448K Buy
3,261
+13
+0.4% +$1.92K 0.18% 33
2022
Q1 		$506K Buy
3,248
+370
+13% +$56.9K 0.18% 35
2021
Q4 		$451K Buy
2,878
+29
+1% +$4.41K 0.19% 36
2021
Q3 		$414K Buy
2,849
+407
+17% +$60.7K 0.2% 33
2021
Q2 		$361K Buy
2,442
+11
+0.5% +$1.62K 0.18% 37
2021
Q1 		$343K Buy
2,431
+433
+22% +$58.3K 0.19% 34
2020
Q4 		$255K Buy
1,998
+24
+1% +$2.9K 0.15% 42
2020
Q3 		$221K Buy
+1,974
New +$224K 0.15% 42

Other funds holding IVE

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

Rainey & Randall Wealth Advisors's IVE Position: Q2 2026 in Review

Rainey & Randall Wealth Advisors increased its iShares S&P 500 Value ETF (IVE) stake by 0.34% in Q2 2026, buying an estimated $1.79K and bringing the position to 2,329 shares worth $529K. The position accounts for 0.08% of the portfolio, ranked #42.

Rainey & Randall Wealth Advisors first reported a position in IVE in Q3 2020 and has held it in 24 quarters since. 743 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Rainey & Randall Wealth Advisors held 2,329 shares of iShares S&P 500 Value ETF worth $529K as of Q2 2026.
  • Rainey & Randall Wealth Advisors bought 8 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $1.79K.
  • iShares S&P 500 Value ETF made up 0.08% of Rainey & Randall Wealth Advisors's portfolio in Q2 2026, its #42 holding.
  • Rainey & Randall Wealth Advisors first reported a position in iShares S&P 500 Value ETF in Q3 2020 and has held it in 24 quarters since.
  • 743 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Rainey & Randall Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.