Romano Brothers & Co’s iShares S&P 500 Value ETF IVE Stock Holding History

Romano Brothers & Co’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	$289K	Hold	1,272	–	–	0.03%	296
2026 Q1	$269K	Sell	1,272 -74	-5%	-$16K	0.03%	295
2025 Q4	$285K	Hold	1,346	–	–	0.03%	283
2025 Q3	$278K	Hold	1,346	–	–	0.03%	290
2025 Q2	$263K	Hold	1,346	–	–	0.03%	284
2025 Q1	$256K	Buy	1,346 +1	+0.1%	+$194	0.03%	280
2024 Q4	$257K	Hold	1,345	–	–	0.03%	274
2024 Q3	$265K	Hold	1,345	–	–	0.03%	274
2024 Q2	$245K	Hold	1,345	–	–	0.03%	278
2024 Q1	$251K	Buy	1,345 +1	+0.1%	+$178	0.03%	277
2023 Q4	$234K	Sell	1,344 -111	-8%	-$17.8K	0.03%	279
2023 Q3	$224K	Buy	1,455 +198	+16%	+$32K	0.03%	280
2023 Q2	$203K	Buy	+1,257	New	+$193K	0.03%	296
2023 Q1	–	Sell	-1,257	Closed	-$182K	–	620
2022 Q4	$182K	Buy	+1,257	New	+$179K	0.03%	310

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

Romano Brothers & Co's IVE Position: Q2 2026 in Review

Romano Brothers & Co held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 1,272 shares worth $289K. The position accounts for 0.03% of the portfolio, ranked #296.

Romano Brothers & Co first reported a position in IVE in Q4 2022 and has held it in 14 quarters since. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Romano Brothers & Co held 1,272 shares of iShares S&P 500 Value ETF worth $289K as of Q2 2026.
Romano Brothers & Co left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
iShares S&P 500 Value ETF made up 0.03% of Romano Brothers & Co's portfolio in Q2 2026, its #296 holding.
Romano Brothers & Co first reported a position in iShares S&P 500 Value ETF in Q4 2022 and has held it in 14 quarters since.
1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Romano Brothers & Co's 13F filing for Q2 2026, filed 22 Jul 2026.