Register Financial Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$87.2K	Hold	384	–	–	0.03%	286
2026 Q1	$81.1K	Sell	384 -1	-0.3%	-$217	0.03%	263
2025 Q4	$81.6K	Sell	385 -14	-4%	-$2.93K	0.03%	252
2025 Q3	$82.4K	Hold	399	–	–	0.03%	250
2025 Q2	$78K	Hold	399	–	–	0.03%	247
2025 Q1	$76K	Sell	399 -299	-43%	-$57.9K	0.04%	226
2024 Q4	$133K	Buy	698 +299	+75%	+$59.3K	0.07%	203
2024 Q3	$78.7K	Hold	399	–	–	0.04%	219
2024 Q2	$72.6K	Hold	399	–	–	0.04%	307
2024 Q1	$74.5K	Buy	399 +150	+60%	+$26.7K	0.04%	299
2023 Q4	$43.3K	Buy	249 +40	+19%	+$6.43K	0.03%	213
2023 Q3	$32.2K	Hold	209	–	–	0.02%	289
2023 Q2	$33.7K	Hold	209	–	–	0.02%	289
2023 Q1	$31.7K	Hold	209	–	–	0.02%	287
2022 Q4	$30.3K	Buy	+209	New	+$29.8K	0.02%	456

Other funds holding IVE

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

CWM

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

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

Register Financial Advisors's IVE Position: Q2 2026 in Review

Register Financial Advisors held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 384 shares worth $87.2K. The position accounts for 0.03% of the portfolio, ranked #286.

Register Financial Advisors first reported a position in IVE in Q4 2022 and has held it in 15 quarters since. The position peaked at $133K in Q4 2024. 911 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Register Financial Advisors held 384 shares of iShares S&P 500 Value ETF worth $87.2K as of Q2 2026.
Register Financial Advisors left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
iShares S&P 500 Value ETF made up 0.03% of Register Financial Advisors's portfolio in Q2 2026, its #286 holding.
Register Financial Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2022 and has held it in 15 quarters since.
Register Financial Advisors's iShares S&P 500 Value ETF position peaked at $133K in Q4 2024.
911 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Register Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.