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 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

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

Richards, Merrill & Peterson's IVE Position: Q2 2026 in Review

Richards, Merrill & Peterson held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 1,113 shares worth $253K. The position accounts for 0.08% of the portfolio, ranked #172.

Richards, Merrill & Peterson first reported a position in IVE in Q4 2024 and has held it in 7 quarters since. 911 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Richards, Merrill & Peterson held 1,113 shares of iShares S&P 500 Value ETF worth $253K as of Q2 2026.
Richards, Merrill & Peterson left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
iShares S&P 500 Value ETF made up 0.08% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #172 holding.
Richards, Merrill & Peterson first reported a position in iShares S&P 500 Value ETF in Q4 2024 and has held it in 7 quarters since.
911 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.