RF&L Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History

RF&L Wealth Management’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	$1.37M	Buy	+6,000	New	+$1.4M	0.92%	23

Other funds holding IVE

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

HFBOT

Home Federal Bank of Tennessee Knoxville, Tennessee $465M AUM 18.18% 1-Year Est. Return

EWA

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

RF&L Wealth Management's IVE Position: Q3 2026 in Review

RF&L Wealth Management opened a new position in iShares S&P 500 Value ETF (IVE) in Q3 2026: 6,000 shares worth $1.37M. The stake represents 0.92% of the portfolio and ranks #23 among its holdings.

456 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

RF&L Wealth Management held 6,000 shares of iShares S&P 500 Value ETF worth $1.37M as of Q3 2026.
iShares S&P 500 Value ETF was a new RF&L Wealth Management position in Q3 2026.
iShares S&P 500 Value ETF made up 0.92% of RF&L Wealth Management's portfolio in Q3 2026, its #23 holding.
456 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on RF&L Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.