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 Q2	–	Sell	-24	Closed	-$5K	–	279
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 $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Resources Management Corp's IVE Position: Q2 2026 in Review

Resources Management Corp sold out of iShares S&P 500 Value ETF (IVE) in Q2 2026, closing a stake of 24 shares — an estimated $5K sold.

Resources Management Corp first reported a position in IVE in Q1 2023 and held it in 13 quarters. The position peaked at $8K in Q1 2023. 1,766 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Resources Management Corp reported no remaining iShares S&P 500 Value ETF position as of Q2 2026 after selling out during the quarter.
Resources Management Corp sold 24 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $5K.
Resources Management Corp first reported a position in iShares S&P 500 Value ETF in Q1 2023 and held it in 13 quarters.
Resources Management Corp's iShares S&P 500 Value ETF position peaked at $8K in Q1 2023.
1,766 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Resources Management Corp's 13F filing for Q2 2026, filed 14 Aug 2026.