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 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

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

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

RMR Wealth Builders's IVE Position: Q2 2026 in Review

RMR Wealth Builders increased its iShares S&P 500 Value ETF (IVE) stake by 0.46% in Q2 2026, buying an estimated $1.34K and bringing the position to 1,314 shares worth $298K. The position accounts for 0.02% of the portfolio, ranked #255.

RMR Wealth Builders first reported a position in IVE in Q4 2019 and has held it in 7 quarters since. 743 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

RMR Wealth Builders held 1,314 shares of iShares S&P 500 Value ETF worth $298K as of Q2 2026.
RMR Wealth Builders bought 6 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $1.34K.
iShares S&P 500 Value ETF made up 0.02% of RMR Wealth Builders's portfolio in Q2 2026, its #255 holding.
RMR Wealth Builders first reported a position in iShares S&P 500 Value ETF in Q4 2019 and has held it in 7 quarters since.
743 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.