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

S&A Financial Services’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 		$433K Buy
1,908
+123
+7% +$27.5K 0.26% 60
2026
Q1 		$377K Buy
+1,785
New +$387K 0.26% 60

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

S&A Financial Services's IVE Position: Q2 2026 in Review

S&A Financial Services increased its iShares S&P 500 Value ETF (IVE) stake by 6.9% in Q2 2026, buying an estimated $27.5K and bringing the position to 1,908 shares worth $433K. The position accounts for 0.26% of the portfolio, ranked #60.

S&A Financial Services first reported a position in IVE in Q1 2026 and has held it in 2 quarters since. 1,757 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • S&A Financial Services held 1,908 shares of iShares S&P 500 Value ETF worth $433K as of Q2 2026.
  • S&A Financial Services bought 123 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $27.5K.
  • iShares S&P 500 Value ETF made up 0.26% of S&A Financial Services's portfolio in Q2 2026, its #60 holding.
  • S&A Financial Services first reported a position in iShares S&P 500 Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,757 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on S&A Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.