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Spectrum Planning & Advisory Services’s iShares S&P 500 Value ETF IVE Stock Holding History

Spectrum Planning & Advisory Services’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 		$966K Sell
4,254
-17
-0.4% -$3.8K 0.43% 45
2026
Q1 		$902K Sell
4,271
-186
-4% -$40.3K 0.45% 42
2025
Q4 		$945K Buy
4,457
+91
+2% +$19.1K 0.49% 40
2025
Q3 		$902K Sell
4,366
-596
-12% -$120K 0.51% 43
2025
Q2 		$970K Sell
4,962
-6,830
-58% -$1.27M 0.63% 35
2025
Q1 		$2.25M Sell
11,792
-9,236
-44% -$1.79M 1.87% 16
2024
Q4 		$4.01M Buy
21,028
+1,534
+8% +$304K 3.48% 10
2024
Q3 		$3.84M Buy
19,494
+1,745
+10% +$331K 3.69% 9
2024
Q2 		$3.23M Buy
+17,749
New +$3.23M 3.11% 10

Other funds holding IVE

LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Spectrum Planning & Advisory Services's IVE Position: Q2 2026 in Review

Spectrum Planning & Advisory Services reduced its iShares S&P 500 Value ETF (IVE) stake by 0.4% in Q2 2026, selling an estimated $3.8K and leaving 4,254 shares worth $966K. The position accounts for 0.43% of the portfolio, ranked #45.

Spectrum Planning & Advisory Services first reported a position in IVE in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.01M in Q4 2024. 336 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Spectrum Planning & Advisory Services held 4,254 shares of iShares S&P 500 Value ETF worth $966K as of Q2 2026.
  • Spectrum Planning & Advisory Services sold 17 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $3.8K.
  • iShares S&P 500 Value ETF made up 0.43% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #45 holding.
  • Spectrum Planning & Advisory Services first reported a position in iShares S&P 500 Value ETF in Q2 2024 and has held it in 9 quarters since.
  • Spectrum Planning & Advisory Services's iShares S&P 500 Value ETF position peaked at $4.01M in Q4 2024.
  • 336 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.