RSF
IVE icon

Rik Saylor Financial’s iShares S&P 500 Value ETF IVE Stock Holding History

Rik Saylor Financial’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 		$5.01M Sell
22,064
-130
-0.6% -$29K 3.32% 6
2026
Q1 		$4.69M Buy
22,194
+457
+2% +$99K 3.56% 5
2025
Q4 		$4.61M Sell
21,737
-538
-2% -$113K 3.38% 5
2025
Q3 		$4.6M Sell
22,275
-129
-0.6% -$25.9K 3.36% 6
2025
Q2 		$4.38M Sell
22,404
-21
-0.1% -$3.91K 3.37% 6
2025
Q1 		$4.27M Buy
22,425
+90
+0.4% +$17.4K 3.77% 6
2024
Q4 		$4.26M Buy
+22,335
New +$4.43M 3.94% 4

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
JC
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

Rik Saylor Financial's IVE Position: Q2 2026 in Review

Rik Saylor Financial reduced its iShares S&P 500 Value ETF (IVE) stake by 0.59% in Q2 2026, selling an estimated $29K and leaving 22,064 shares worth $5.01M. The position accounts for 3.32% of the portfolio, ranked #6.

Rik Saylor Financial first reported a position in IVE in Q4 2024 and has held it in 7 quarters since. 1,080 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Rik Saylor Financial held 22,064 shares of iShares S&P 500 Value ETF worth $5.01M as of Q2 2026.
  • Rik Saylor Financial sold 130 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $29K.
  • iShares S&P 500 Value ETF made up 3.32% of Rik Saylor Financial's portfolio in Q2 2026, its #6 holding.
  • Rik Saylor Financial first reported a position in iShares S&P 500 Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,080 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Rik Saylor Financial's 13F filing for Q2 2026, filed 5 Aug 2026.