Ritter Daniher Financial Advisory’s iShares S&P 500 Value ETF IVE Stock Holding History

Ritter Daniher Financial Advisory’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	$548K	Hold	2,413	–	–	0.08%	99
2026 Q1	$510K	Sell	2,413 -11	-0.5%	-$2.38K	0.09%	99
2025 Q4	$514K	Hold	2,424	–	–	0.09%	97
2025 Q3	$501K	Hold	2,424	–	–	0.09%	100
2025 Q2	$474K	Hold	2,424	–	–	0.12%	56
2025 Q1	$462K	Sell	2,424 -685	-22%	-$133K	0.13%	51
2024 Q4	$593K	Hold	3,109	–	–	0.17%	45
2024 Q3	$613K	Sell	3,109 -3	-0.1%	-$570	0.18%	44
2024 Q2	$566K	Hold	3,112	–	–	0.18%	44
2024 Q1	$581K	Sell	3,112 -220	-7%	-$39.1K	0.19%	44
2023 Q4	$579K	Hold	3,332	–	–	0.21%	44
2023 Q3	$513K	Hold	3,332	–	–	0.22%	46
2023 Q2	$537K	Hold	3,332	–	–	0.22%	42
2023 Q1	$506K	Sell	3,332 -110	-3%	-$16.6K	0.22%	43
2022 Q4	$499K	Sell	3,442 -1,686	-33%	-$241K	0.24%	42
2022 Q3	$659K	Buy	5,128 +2,082	+68%	+$295K	0.47%	28
2022 Q2	$419K	Buy	3,046 +1,551	+104%	+$229K	0.3%	42
2022 Q1	$233K	Sell	1,495 -145	-9%	-$22.3K	0.16%	55
2021 Q4	$257K	Hold	1,640	–	–	0.17%	51
2021 Q3	$238K	Hold	1,640	–	–	0.17%	53
2021 Q2	$242K	Hold	1,640	–	–	0.18%	50
2021 Q1	$232K	Buy	1,640 +1,040	+173%	+$140K	0.19%	47
2020 Q4	$77K	Buy	+600	New	+$72.6K	0.07%	75

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

Ritter Daniher Financial Advisory's IVE Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 2,413 shares worth $548K. The position accounts for 0.08% of the portfolio, ranked #99.

Ritter Daniher Financial Advisory first reported a position in IVE in Q4 2020 and has held it in 23 quarters since. The position peaked at $659K in Q3 2022. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Ritter Daniher Financial Advisory held 2,413 shares of iShares S&P 500 Value ETF worth $548K as of Q2 2026.
Ritter Daniher Financial Advisory 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 Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #99 holding.
Ritter Daniher Financial Advisory first reported a position in iShares S&P 500 Value ETF in Q4 2020 and has held it in 23 quarters since.
Ritter Daniher Financial Advisory's iShares S&P 500 Value ETF position peaked at $659K in Q3 2022.
1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.