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 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RCS Financial Planning's IVE Position: Q1 2026 in Review

RCS Financial Planning reduced its iShares S&P 500 Value ETF (IVE) stake by 80% in Q1 2026, selling an estimated $4.3M and leaving 4,854 shares worth $1.02M. The position accounts for 0.53% of the portfolio, ranked #32.

RCS Financial Planning first reported a position in IVE in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.24M in Q4 2025. 1,704 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

RCS Financial Planning held 4,854 shares of iShares S&P 500 Value ETF worth $1.02M as of Q1 2026.
RCS Financial Planning sold 19,841 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $4.3M.
iShares S&P 500 Value ETF made up 0.53% of RCS Financial Planning's portfolio in Q1 2026, its #32 holding.
RCS Financial Planning first reported a position in iShares S&P 500 Value ETF in Q1 2024 and has held it in 9 quarters since.
RCS Financial Planning's iShares S&P 500 Value ETF position peaked at $5.24M in Q4 2025.
1,704 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on RCS Financial Planning's 13F filing for Q1 2026, filed 21 Apr 2026.