Richards, Merrill & Peterson
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Richards, Merrill & Peterson’s iShares S&P 500 Value ETF IVE Stock Holding History

Richards, Merrill & Peterson’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 		$258K Buy
1,131
+18
+2% +$4.2K 0.08% 169
2026
Q2 		$253K Hold
1,113
– – 0.08% 172
2026
Q1 		$235K Hold
1,113
– – 0.09% 171
2025
Q4 		$236K Hold
1,113
– – 0.09% 165
2025
Q3 		$230K Hold
1,113
– – 0.1% 154
2025
Q2 		$218K Hold
1,113
– – 0.1% 151
2025
Q1 		$212K Hold
1,113
– – 0.11% 145
2024
Q4 		$212K Buy
+1,113
New +$221K 0.11% 137

Other funds holding IVE

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Calamos Wealth Management
Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.95% 1-Year Est. Return

Richards, Merrill & Peterson's IVE Position: Q3 2026 in Review

Richards, Merrill & Peterson increased its iShares S&P 500 Value ETF (IVE) stake by 1.6% in Q3 2026, buying an estimated $4.2K and bringing the position to 1,131 shares worth $258K. The position accounts for 0.08% of the portfolio, ranked #169.

Richards, Merrill & Peterson first reported a position in IVE in Q4 2024 and has held it in 8 quarters since. 1,195 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

  • Richards, Merrill & Peterson held 1,131 shares of iShares S&P 500 Value ETF worth $258K as of Q3 2026.
  • Richards, Merrill & Peterson bought 18 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $4.2K.
  • iShares S&P 500 Value ETF made up 0.08% of Richards, Merrill & Peterson's portfolio in Q3 2026, its #169 holding.
  • Richards, Merrill & Peterson first reported a position in iShares S&P 500 Value ETF in Q4 2024 and has held it in 8 quarters since.
  • 1,195 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q3 2026, filed 19 Oct 2026.