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Signature Estate & Investment Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Signature Estate & Investment 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
Q2 		$2.18M Sell
9,610
-466
-5% -$104K 0.04% 163
2026
Q1 		$2.13M Buy
10,076
+1,437
+17% +$311K 0.04% 162
2025
Q4 		$1.83M Buy
8,639
+3,309
+62% +$693K 0.04% 175
2025
Q3 		$1.1M Buy
5,330
+1,091
+26% +$219K 0.02% 235
2025
Q2 		$828K Buy
4,239
+172
+4% +$32K 0.02% 260
2025
Q1 		$775K Sell
4,067
-26
-0.6% -$5.03K 0.02% 261
2024
Q4 		$781K Buy
4,093
+1,442
+54% +$286K 0.02% 260
2024
Q3 		$523K Sell
2,651
-103
-4% -$19.6K 0.01% 303
2024
Q2 		$501K Buy
+2,754
New +$502K 0.01% 293
2020
Q2 		– Sell
-24,851
Closed -$2.39M – 149
2020
Q1 		$2.39M Sell
24,851
-3,875
-13% -$461K 0.19% 57
2019
Q4 		$3.74M Sell
28,726
-1,634
-5% -$203K 0.23% 62
2019
Q3 		$3.62M Sell
30,360
-522
-2% -$61.2K 0.24% 59
2019
Q2 		$3.6M Buy
30,882
+2,761
+10% +$316K 0.24% 60
2019
Q1 		$3.17M Sell
28,121
-1,699
-6% -$187K 0.21% 62
2018
Q4 		$3.02M Buy
29,820
+1,321
+5% +$145K 0.27% 59
2018
Q3 		$3.3M Buy
28,499
+786
+3% +$90.2K 0.3% 52
2018
Q2 		$3.05M Sell
27,713
-1,804
-6% -$200K 0.29% 53
2018
Q1 		$3.23M Sell
29,517
-343
-1% -$39.2K 0.33% 50
2017
Q4 		$3.41M Buy
29,860
+89
+0.3% +$9.86K 0.35% 51
2017
Q3 		$3.21M Buy
29,771
+364
+1% +$38.5K 0.36% 48
2017
Q2 		$3.09M Buy
29,407
+945
+3% +$98.4K 0.37% 49
2017
Q1 		$2.96M Sell
28,462
-3,012
-10% -$313K 0.37% 48
2016
Q4 		$3.19M Sell
31,474
-1,807
-5% -$176K 0.44% 46
2016
Q3 		$3.16M Sell
33,281
-3,376
-9% -$321K 0.46% 45
2016
Q2 		$3.4M Sell
36,657
-2,118
-5% -$194K 0.54% 38
2016
Q1 		$3.49M Buy
38,775
+3,401
+10% +$290K 0.57% 40
2015
Q4 		$3.13M Sell
35,374
-60,510
-63% -$5.41M 0.54% 45
2015
Q3 		$8.06M Buy
95,884
+13,451
+16% +$1.2M 1.68% 31
2015
Q2 		$7.6M Buy
82,433
+5,001
+6% +$472K 1.7% 31
2015
Q1 		$7.17M Buy
77,432
+31,433
+68% +$2.92M 1.89% 28
2014
Q4 		$4.31M Buy
45,999
+7,400
+19% +$678K 1.43% 26
2014
Q3 		$3.48M Buy
38,599
+5,178
+15% +$471K 1.24% 27
2014
Q2 		$3.02M Buy
33,421
+1,740
+5% +$154K 1.06% 28
2014
Q1 		$2.75M Sell
31,681
-32,058
-50% -$2.71M 1.08% 28
2013
Q4 		$5.45M Buy
63,739
+5,291
+9% +$436K 2.69% 10
2013
Q3 		$4.58M Buy
58,448
+8,609
+17% +$680K 2.64% 9
2013
Q2 		$3.78M Buy
+49,839
New +$3.78M 2.72% 9

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

Signature Estate & Investment Advisors's IVE Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its iShares S&P 500 Value ETF (IVE) stake by 4.6% in Q2 2026, selling an estimated $104K and leaving 9,610 shares worth $2.18M. The position accounts for 0.04% of the portfolio, ranked #163.

Signature Estate & Investment Advisors first reported a position in IVE in Q2 2013 and has held it in 37 quarters since. The position peaked at $8.06M in Q3 2015. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Signature Estate & Investment Advisors held 9,610 shares of iShares S&P 500 Value ETF worth $2.18M as of Q2 2026.
  • Signature Estate & Investment Advisors sold 466 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $104K.
  • iShares S&P 500 Value ETF made up 0.04% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #163 holding.
  • Signature Estate & Investment Advisors first reported a position in iShares S&P 500 Value ETF in Q2 2013 and has held it in 37 quarters since.
  • Signature Estate & Investment Advisors's iShares S&P 500 Value ETF position peaked at $8.06M in Q3 2015.
  • 1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.