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Southern Capital Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Southern Capital 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 		$4.74M Buy
20,864
+173
+0.8% +$38.6K 1.98% 13
2026
Q1 		$4.37M Buy
20,691
+208
+1% +$45K 2.05% 13
2025
Q4 		$4.34M Buy
20,483
+738
+4% +$155K 2% 14
2025
Q3 		$4.08M Buy
19,745
+1,787
+10% +$359K 1.91% 15
2025
Q2 		$3.51M Buy
17,958
+557
+3% +$104K 1.8% 17
2025
Q1 		$3.32M Buy
17,401
+2,312
+15% +$447K 1.84% 17
2024
Q4 		$2.88M Sell
15,089
-17
-0.1% -$3.37K 1.59% 19
2024
Q3 		$2.98M Buy
15,106
+665
+5% +$126K 1.68% 17
2024
Q2 		$2.63M Buy
14,441
+41
+0.3% +$7.47K 1.62% 18
2024
Q1 		$2.69M Buy
14,400
+509
+4% +$90.5K 1.63% 18
2023
Q4 		$2.42M Buy
13,891
+1,961
+16% +$315K 1.72% 17
2023
Q3 		$1.84M Sell
11,930
-534
-4% -$86.3K 1.53% 16
2023
Q2 		$2.01M Buy
12,464
+438
+4% +$67.4K 1.54% 15
2023
Q1 		$1.83M Buy
12,026
+1,070
+10% +$162K 1.35% 18
2022
Q4 		$1.59M Buy
10,956
+122
+1% +$17.4K 1.23% 22
2022
Q3 		$1.39M Buy
10,834
+191
+2% +$27.1K 1.14% 21
2022
Q2 		$1.46M Buy
10,643
+417
+4% +$61.5K 1.16% 21
2022
Q1 		$1.59M Buy
10,226
+1,064
+12% +$164K 1.09% 19
2021
Q4 		$1.44M Buy
+9,162
New +$1.39M 0.89% 28

Other funds holding IVE

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return

Southern Capital Advisors's IVE Position: Q2 2026 in Review

Southern Capital Advisors increased its iShares S&P 500 Value ETF (IVE) stake by 0.84% in Q2 2026, buying an estimated $38.6K and bringing the position to 20,864 shares worth $4.74M. The position accounts for 1.98% of the portfolio, ranked #13.

Southern Capital Advisors first reported a position in IVE in Q4 2021 and has held it in 19 quarters since. 905 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Southern Capital Advisors held 20,864 shares of iShares S&P 500 Value ETF worth $4.74M as of Q2 2026.
  • Southern Capital Advisors bought 173 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $38.6K.
  • iShares S&P 500 Value ETF made up 1.98% of Southern Capital Advisors's portfolio in Q2 2026, its #13 holding.
  • Southern Capital Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 905 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Southern Capital Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.