Signet Financial Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Signet Financial 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 Q1	$266K	Buy	+1,260	New	+$273K	0.03%	267
2022 Q1	–	Sell	-658	Closed	-$103K	–	766
2021 Q4	$103K	Buy	+658	New	+$100K	0.02%	322
2018 Q4	–	Sell	-329	Closed	-$38K	–	531
2018 Q3	$38K	Hold	329	–	–	0.01%	427
2018 Q2	$36K	Hold	329	–	–	0.01%	435
2018 Q1	$36K	Buy	+329	New	+$37.6K	0.01%	398

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Signet Financial Management's IVE Position: Q1 2026 in Review

Signet Financial Management opened a new position in iShares S&P 500 Value ETF (IVE) in Q1 2026: 1,260 shares worth $266K. The stake represents 0.03% of the portfolio and ranks #267 among its holdings. This is a return to the name: Signet Financial Management previously reported a position in IVE as recently as Q4 2021.

Signet Financial Management first reported a position in IVE in Q1 2018 and has held it in 5 quarters since. 1,715 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

Signet Financial Management held 1,260 shares of iShares S&P 500 Value ETF worth $266K as of Q1 2026.
iShares S&P 500 Value ETF was a new Signet Financial Management position in Q1 2026.
iShares S&P 500 Value ETF made up 0.03% of Signet Financial Management's portfolio in Q1 2026, its #267 holding.
Signet Financial Management first reported a position in iShares S&P 500 Value ETF in Q1 2018 and has held it in 5 quarters since.
1,715 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Signet Financial Management's 13F filing for Q1 2026, filed 5 May 2026.