RMR Wealth Builders’s iShares S&P 500 Value ETF IVE Stock Holding History

RMR Wealth Builders’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	$307K	Buy	1,344 +30	+2%	+$7.01K	0.02%	253
2026 Q2	$298K	Buy	1,314 +6	+0.5%	+$1.34K	0.02%	255
2026 Q1	$276K	Sell	1,308 -4	-0.3%	-$866	0.02%	243
2025 Q4	$278K	Buy	+1,312	New	+$275K	0.02%	237
2021 Q2	–	Sell	-391	Closed	-$55K	–	421
2021 Q1	$55K	Buy	391 +2	+0.5%	+$269	0.01%	351
2020 Q4	$50K	Buy	+389	New	+$47K	0.02%	261
2020 Q3	–	Sell	-381	Closed	-$41K	–	343
2020 Q2	$41K	Buy	+381	New	+$40.4K	0.04%	247
2019 Q4	$31K	Buy	+239	New	+$29.7K	0.03%	271

Other funds holding IVE

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

RMR Wealth Builders's IVE Position: Q3 2026 in Review

RMR Wealth Builders increased its iShares S&P 500 Value ETF (IVE) stake by 2.3% in Q3 2026, buying an estimated $7.01K and bringing the position to 1,344 shares worth $307K. The position accounts for 0.02% of the portfolio, ranked #253.

RMR Wealth Builders first reported a position in IVE in Q4 2019 and has held it in 8 quarters since. 1,578 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

RMR Wealth Builders held 1,344 shares of iShares S&P 500 Value ETF worth $307K as of Q3 2026.
RMR Wealth Builders bought 30 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $7.01K.
iShares S&P 500 Value ETF made up 0.02% of RMR Wealth Builders's portfolio in Q3 2026, its #253 holding.
RMR Wealth Builders first reported a position in iShares S&P 500 Value ETF in Q4 2019 and has held it in 8 quarters since.
1,578 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on RMR Wealth Builders's 13F filing for Q3 2026, filed 22 Oct 2026.