RiverFront Investment Group’s iShares S&P 500 Value ETF IVE Stock Holding History

RiverFront Investment Group’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	$486K	Buy	2,139 +578	+37%	+$129K	0.01%	303
2026 Q1	$330K	Hold	1,561	–	–	0.01%	319
2025 Q4	$331K	Hold	1,561	–	–	0.01%	276
2025 Q3	$322K	Hold	1,561	–	–	0.01%	255
2025 Q2	$305K	Buy	1,561 +173	+12%	+$32.2K	0.01%	253
2025 Q1	$265K	Hold	1,388	–	–	0.01%	251
2024 Q4	$265K	Buy	1,388 +304	+28%	+$60.3K	0.01%	213
2024 Q3	$214K	Buy	+1,084	New	+$206K	0.01%	204
2022 Q3	–	Sell	-70,086	Closed	-$9.63M	–	97
2022 Q2	$9.63M	Buy	70,086 +6,431	+10%	+$949K	0.36%	48
2022 Q1	$9.91M	Buy	63,655 +5,822	+10%	+$896K	0.32%	50
2021 Q4	$9.06M	Buy	57,833 +1,835	+3%	+$279K	0.28%	47
2021 Q3	$8.14M	Sell	55,998 -68,986	-55%	-$10.3M	0.27%	45
2021 Q2	$18.5M	Sell	124,984 -1,027	-0.8%	-$151K	0.37%	44
2021 Q1	$17.8M	Sell	126,011 -1,272	-1%	-$171K	0.38%	45
2020 Q4	$16.3M	Buy	+127,283	New	+$15.4M	0.36%	45

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

RiverFront Investment Group's IVE Position: Q2 2026 in Review

RiverFront Investment Group increased its iShares S&P 500 Value ETF (IVE) stake by 37% in Q2 2026, buying an estimated $129K and bringing the position to 2,139 shares worth $486K. The position accounts for 0.01% of the portfolio, ranked #303.

RiverFront Investment Group first reported a position in IVE in Q4 2020 and has held it in 15 quarters since. The position peaked at $18.5M in Q2 2021. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

RiverFront Investment Group held 2,139 shares of iShares S&P 500 Value ETF worth $486K as of Q2 2026.
RiverFront Investment Group bought 578 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $129K.
iShares S&P 500 Value ETF made up 0.01% of RiverFront Investment Group's portfolio in Q2 2026, its #303 holding.
RiverFront Investment Group first reported a position in iShares S&P 500 Value ETF in Q4 2020 and has held it in 15 quarters since.
RiverFront Investment Group's iShares S&P 500 Value ETF position peaked at $18.5M in Q2 2021.
1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on RiverFront Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.