Russell Investments Group
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Russell Investments Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Russell Investments 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 		$1.09M Buy
4,780
+814
+21% +$182K ﹤0.01% 2425
2026
Q1 		$838K Buy
3,966
+1,070
+37% +$232K ﹤0.01% 2300
2025
Q4 		$614K Buy
2,896
+525
+22% +$110K ﹤0.01% 2414
2025
Q3 		$490K Buy
2,371
+240
+11% +$48.2K ﹤0.01% 2485
2025
Q2 		$416K Buy
2,131
+477
+29% +$88.9K ﹤0.01% 2405
2025
Q1 		$315K Buy
1,654
+948
+134% +$183K ﹤0.01% 2463
2024
Q4 		$135K Hold
706
– – ﹤0.01% 2628
2024
Q3 		$139K Buy
706
+299
+73% +$56.8K ﹤0.01% 2587
2024
Q2 		$74.1K Buy
407
+403
+10,075% +$73.4K ﹤0.01% 2691
2024
Q1 		$747 Hold
4
– – ﹤0.01% 3163
2023
Q4 		$696 Hold
4
– – ﹤0.01% 3093
2023
Q3 		$615 Hold
4
– – ﹤0.01% 3384
2023
Q2 		$645 Buy
+4
New +$615 ﹤0.01% 3345

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Russell Investments Group's IVE Position: Q2 2026 in Review

Russell Investments Group increased its iShares S&P 500 Value ETF (IVE) stake by 21% in Q2 2026, buying an estimated $182K and bringing the position to 4,780 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #2425.

Russell Investments Group first reported a position in IVE in Q2 2023 and has held it in 13 quarters since. 1,299 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Russell Investments Group held 4,780 shares of iShares S&P 500 Value ETF worth $1.09M as of Q2 2026.
  • Russell Investments Group bought 814 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $182K.
  • iShares S&P 500 Value ETF made up ﹤0.01% of Russell Investments Group's portfolio in Q2 2026, its #2425 holding.
  • Russell Investments Group first reported a position in iShares S&P 500 Value ETF in Q2 2023 and has held it in 13 quarters since.
  • 1,299 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Russell Investments Group's 13F filing for Q2 2026, filed 6 Aug 2026.