Seven Mile Advisory’s iShares S&P 500 Value ETF IVE Stock Holding History

Seven Mile Advisory’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 Q1	–	Sell	-5,397	Closed	-$1.14M	–	243
2025 Q4	$1.14M	Sell	5,397 -3,126	-37%	-$655K	0.2%	64
2025 Q3	$1.76M	Buy	8,523 +5,372	+170%	+$1.08M	0.28%	53
2025 Q2	$616K	Hold	3,151	–	–	0.37%	46
2025 Q1	$601K	Hold	3,151	–	–	0.4%	44
2024 Q4	$601K	Hold	3,151	–	–	0.38%	47
2024 Q3	$621K	Hold	3,151	–	–	0.41%	44
2024 Q2	$574K	Hold	3,151	–	–	0.42%	47
2024 Q1	$589K	Sell	3,151 -10	-0.3%	-$1.78K	0.45%	47
2023 Q4	$550K	Hold	3,161	–	–	0.48%	48
2023 Q3	$486K	Buy	+3,161	New	+$511K	0.51%	45

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Seven Mile Advisory's IVE Position: Q1 2026 in Review

Seven Mile Advisory sold out of iShares S&P 500 Value ETF (IVE) in Q1 2026, closing a stake of 5,397 shares — an estimated $1.14M sold.

Seven Mile Advisory first reported a position in IVE in Q3 2023 and held it in 10 quarters. The position peaked at $1.76M in Q3 2025. 1,706 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

Seven Mile Advisory reported no remaining iShares S&P 500 Value ETF position as of Q1 2026 after selling out during the quarter.
Seven Mile Advisory sold 5,397 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $1.14M.
Seven Mile Advisory first reported a position in iShares S&P 500 Value ETF in Q3 2023 and held it in 10 quarters.
Seven Mile Advisory's iShares S&P 500 Value ETF position peaked at $1.76M in Q3 2025.
1,706 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Seven Mile Advisory's 13F filing for Q1 2026, filed 14 Apr 2026.