Seneschal Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Seneschal Advisors’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 Q3	$58K	Buy	+254	New	+$59.3K	0.04%	97

Other funds holding IVE

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Seneschal Advisors's IVE Position: Q3 2026 in Review

Seneschal Advisors opened a new position in iShares S&P 500 Value ETF (IVE) in Q3 2026: 254 shares worth $58K. The stake represents 0.04% of the portfolio and ranks #97 among its holdings.

1,578 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

Seneschal Advisors held 254 shares of iShares S&P 500 Value ETF worth $58K as of Q3 2026.
iShares S&P 500 Value ETF was a new Seneschal Advisors position in Q3 2026.
iShares S&P 500 Value ETF made up 0.04% of Seneschal Advisors's portfolio in Q3 2026, its #97 holding.
1,578 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Seneschal Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.