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Shulman DeMeo Asset Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Shulman DeMeo Asset 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 		$751K Buy
3,259
+4
+0.1% +$934 0.15% 49
2026
Q2 		$739K Buy
3,255
+4
+0.1% +$893 0.14% 54
2026
Q1 		$686K Buy
3,251
+3
+0.1% +$650 0.15% 54
2025
Q4 		$689K Buy
3,248
+14
+0.4% +$2.93K 0.16% 47
2025
Q3 		$668K Buy
3,234
+4
+0.1% +$803 0.15% 50
2025
Q2 		$631K Sell
3,230
-4
-0.1% -$745 0.16% 50
2025
Q1 		$616K Buy
3,234
+6
+0.2% +$1.16K 0.17% 47
2024
Q4 		$616K Buy
3,228
+17
+0.5% +$3.37K 0.17% 46
2024
Q3 		$633K Sell
3,211
-2
-0.1% -$380 0.16% 54
2024
Q2 		$585K Buy
3,213
+4
+0.1% +$729 0.15% 54
2024
Q1 		$600K Buy
3,209
+13
+0.4% +$2.31K 0.16% 55
2023
Q4 		$556K Buy
3,196
+29
+0.9% +$4.66K 0.16% 56
2023
Q3 		$487K Hold
3,167
– – 0.16% 54
2023
Q2 		$510K Buy
3,167
+257
+9% +$39.5K 0.15% 58
2023
Q1 		$442K Buy
2,910
+14
+0.5% +$2.12K 0.14% 69
2022
Q4 		$420K Buy
2,896
+37
+1% +$5.28K 0.14% 77
2022
Q3 		$367K Hold
2,859
– – 0.13% 80
2022
Q2 		$393K Buy
2,859
+12
+0.4% +$1.77K 0.13% 80
2022
Q1 		$443K Buy
2,847
+13
+0.5% +$2K 0.12% 82
2021
Q4 		$444K Buy
2,834
+31
+1% +$4.71K 0.12% 80
2021
Q3 		$408K Buy
+2,803
New +$418K 0.35% 49
2021
Q2 		– Sell
-2,780
Closed -$393K – 101
2021
Q1 		$393K Hold
2,780
– – 0.11% 87
2020
Q4 		$356K Buy
2,780
+18
+0.7% +$2.18K 0.1% 93
2020
Q3 		$311K Buy
2,762
+19
+0.7% +$2.15K 0.1% 84
2020
Q2 		$297K Buy
2,743
+39
+1% +$4.14K 0.11% 83
2020
Q1 		$260K Hold
2,704
– – 0.12% 75
2019
Q4 		$352K Buy
2,704
+32
+1% +$3.98K 0.12% 89
2019
Q3 		$318K Hold
2,672
– – 0.11% 94
2019
Q2 		$311K Buy
2,672
+15
+0.6% +$1.72K 0.11% 88
2019
Q1 		$300K Buy
+2,657
New +$292K 0.11% 87

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

Shulman DeMeo Asset Management's IVE Position: Q3 2026 in Review

Shulman DeMeo Asset Management increased its iShares S&P 500 Value ETF (IVE) stake by 0.12% in Q3 2026, buying an estimated $934 and bringing the position to 3,259 shares worth $751K. The position accounts for 0.15% of the portfolio, ranked #49.

Shulman DeMeo Asset Management first reported a position in IVE in Q1 2019 and has held it in 30 quarters since. 95 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

  • Shulman DeMeo Asset Management held 3,259 shares of iShares S&P 500 Value ETF worth $751K as of Q3 2026.
  • Shulman DeMeo Asset Management bought 4 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $934.
  • iShares S&P 500 Value ETF made up 0.15% of Shulman DeMeo Asset Management's portfolio in Q3 2026, its #49 holding.
  • Shulman DeMeo Asset Management first reported a position in iShares S&P 500 Value ETF in Q1 2019 and has held it in 30 quarters since.
  • 95 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.