RCS Financial Planning
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RCS Financial Planning’s iShares S&P 500 Value ETF IVE Stock Holding History

RCS Financial Planning’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 		$895K Sell
3,922
-422
-10% -$98.6K 0.48% 38
2026
Q2 		$986K Sell
4,344
-510
-11% -$114K 0.47% 38
2026
Q1 		$1.02M Sell
4,854
-19,841
-80% -$4.3M 0.53% 32
2025
Q4 		$5.24M Buy
24,695
+8,230
+50% +$1.72M 2.26% 13
2025
Q3 		$3.4M Buy
16,465
+2,205
+15% +$443K 1.51% 21
2025
Q2 		$2.79M Buy
14,260
+3,402
+31% +$634K 1.39% 19
2025
Q1 		$2.07M Buy
10,858
+3,246
+43% +$628K 1.09% 23
2024
Q4 		$1.45M Sell
7,612
-214
-3% -$42.4K 0.77% 29
2024
Q3 		$1.54M Buy
7,826
+156
+2% +$29.6K 0.86% 24
2024
Q2 		$1.4M Sell
7,670
-333
-4% -$60.6K 0.82% 26
2024
Q1 		$1.49M Buy
+8,003
New +$1.42M 0.92% 28

Other funds holding IVE

JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Home Federal Bank of Tennessee
Home Federal Bank of Tennessee Knoxville, Tennessee $465M AUM 18.18% 1-Year Est. Return
Encompass Wealth Advisors
Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Probity Advisors
Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Amarillo National Bank
Amarillo National Bank Amarillo, Texas $620M AUM 12.97% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
West Wealth Group
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

RCS Financial Planning's IVE Position: Q3 2026 in Review

RCS Financial Planning reduced its iShares S&P 500 Value ETF (IVE) stake by 9.7% in Q3 2026, selling an estimated $98.6K and leaving 3,922 shares worth $895K. The position accounts for 0.48% of the portfolio, ranked #38.

RCS Financial Planning first reported a position in IVE in Q1 2024 and has held it in 11 quarters since. The position peaked at $5.24M in Q4 2025. 609 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

  • RCS Financial Planning held 3,922 shares of iShares S&P 500 Value ETF worth $895K as of Q3 2026.
  • RCS Financial Planning sold 422 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $98.6K.
  • iShares S&P 500 Value ETF made up 0.48% of RCS Financial Planning's portfolio in Q3 2026, its #38 holding.
  • RCS Financial Planning first reported a position in iShares S&P 500 Value ETF in Q1 2024 and has held it in 11 quarters since.
  • RCS Financial Planning's iShares S&P 500 Value ETF position peaked at $5.24M in Q4 2025.
  • 609 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on RCS Financial Planning's 13F filing for Q3 2026, filed 14 Oct 2026.