RF
IVE icon

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

Robinswood 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 		$7.37K Sell
32
-15
-32% -$3.35K ﹤0.01% 314
2026
Q1 		$9.93K Hold
47
– – ﹤0.01% 279
2025
Q4 		$9.98K Hold
47
– – ﹤0.01% 267
2025
Q3 		$9.71K Buy
47
+1
+2% +$201 ﹤0.01% 258
2025
Q2 		$9.15K Sell
46
-15
-25% -$2.79K ﹤0.01% 258
2025
Q1 		$11.7K Hold
61
– – ﹤0.01% 234
2024
Q4 		$11.7K Sell
61
-11
-15% -$2.18K ﹤0.01% 191
2024
Q3 		$14.2K Buy
+72
New +$13.7K 0.01% 185

Other funds holding IVE

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
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CC
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
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Robinswood Financial's IVE Position: Q2 2026 in Review

Robinswood Financial reduced its iShares S&P 500 Value ETF (IVE) stake by 32% in Q2 2026, selling an estimated $3.35K and leaving 32 shares worth $7.37K. The position accounts for ﹤0.01% of the portfolio, ranked #314.

Robinswood Financial first reported a position in IVE in Q3 2024 and has held it in 8 quarters since. The position peaked at $14.2K in Q3 2024. 576 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Robinswood Financial held 32 shares of iShares S&P 500 Value ETF worth $7.37K as of Q2 2026.
  • Robinswood Financial sold 15 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $3.35K.
  • iShares S&P 500 Value ETF made up ﹤0.01% of Robinswood Financial's portfolio in Q2 2026, its #314 holding.
  • Robinswood Financial first reported a position in iShares S&P 500 Value ETF in Q3 2024 and has held it in 8 quarters since.
  • Robinswood Financial's iShares S&P 500 Value ETF position peaked at $14.2K in Q3 2024.
  • 576 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Robinswood Financial's 13F filing for Q2 2026, filed 15 Jul 2026.