Resources Management Corp’s iShares S&P 500 Value ETF IVE Stock Holding History

Resources Management Corp’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	$5K	Hold	24	–	–	﹤0.01%	358
2025 Q4	$5K	Hold	24	–	–	﹤0.01%	376
2025 Q3	$5K	Hold	24	–	–	﹤0.01%	367
2025 Q2	$5K	Hold	24	–	–	﹤0.01%	374
2025 Q1	$5K	Hold	24	–	–	﹤0.01%	378
2024 Q4	$5K	Hold	24	–	–	﹤0.01%	380
2024 Q3	$5K	Hold	24	–	–	﹤0.01%	389
2024 Q2	$4K	Hold	24	–	–	﹤0.01%	381
2024 Q1	$4K	Hold	24	–	–	﹤0.01%	395
2023 Q4	$4K	Hold	24	–	–	﹤0.01%	398
2023 Q3	$4K	Hold	24	–	–	﹤0.01%	399
2023 Q2	$4K	Sell	24 -57	-70%	-$8.77K	﹤0.01%	401
2023 Q1	$8K	Buy	+81	New	+$12.2K	﹤0.01%	390

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

Resources Management Corp's IVE Position: Q1 2026 in Review

Resources Management Corp held its iShares S&P 500 Value ETF (IVE) position steady in Q1 2026 at 24 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #358.

Resources Management Corp first reported a position in IVE in Q1 2023 and has held it in 13 quarters since. The position peaked at $8K in Q1 2023. 1,705 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

Resources Management Corp held 24 shares of iShares S&P 500 Value ETF worth $5K as of Q1 2026.
Resources Management Corp left its iShares S&P 500 Value ETF share count unchanged in Q1 2026.
iShares S&P 500 Value ETF made up ﹤0.01% of Resources Management Corp's portfolio in Q1 2026, its #358 holding.
Resources Management Corp first reported a position in iShares S&P 500 Value ETF in Q1 2023 and has held it in 13 quarters since.
Resources Management Corp's iShares S&P 500 Value ETF position peaked at $8K in Q1 2023.
1,705 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Resources Management Corp's 13F filing for Q1 2026, filed 15 May 2026.