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Shira Ridge Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Shira Ridge Wealth Management’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 		$202K Buy
+887
New +$207K 0.07% 83
2026
Q2 		– Sell
-1,004
Closed -$212K – 85
2026
Q1 		$212K Sell
1,004
-35
-3% -$7.58K 0.08% 74
2025
Q4 		$220K Buy
+1,039
New +$218K 0.09% 75

Other funds holding IVE

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
SA
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Shira Ridge Wealth Management's IVE Position: Q3 2026 in Review

Shira Ridge Wealth Management opened a new position in iShares S&P 500 Value ETF (IVE) in Q3 2026: 887 shares worth $202K. The stake represents 0.07% of the portfolio and ranks #83 among its holdings. This is a return to the name: Shira Ridge Wealth Management previously reported a position in IVE as recently as Q1 2026.

Shira Ridge Wealth Management first reported a position in IVE in Q4 2025 and has held it in 3 quarters since. The position peaked at $220K in Q4 2025. 95 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

  • Shira Ridge Wealth Management held 887 shares of iShares S&P 500 Value ETF worth $202K as of Q3 2026.
  • iShares S&P 500 Value ETF was a new Shira Ridge Wealth Management position in Q3 2026.
  • iShares S&P 500 Value ETF made up 0.07% of Shira Ridge Wealth Management's portfolio in Q3 2026, its #83 holding.
  • Shira Ridge Wealth Management first reported a position in iShares S&P 500 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Shira Ridge Wealth Management's iShares S&P 500 Value ETF position peaked at $220K in Q4 2025.
  • 95 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.