Stanich Group
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Stanich Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Stanich Group’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 		$223K Sell
979
-16
-2% -$3.74K 0.11% 62
2026
Q2 		$226K Buy
+995
New +$222K 0.14% 48
2026
Q1 		– Sell
-1,072
Closed -$227K – 50
2025
Q4 		$227K Buy
+1,072
New +$225K 0.17% 43

Other funds holding IVE

JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Home Federal Bank of Tennessee
Home Federal Bank of Tennessee Knoxville, Tennessee $465M AUM 18.18% 1-Year Est. Return
Encompass Wealth Advisors
Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Probity Advisors
Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Amarillo National Bank
Amarillo National Bank Amarillo, Texas $620M AUM 12.97% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
West Wealth Group
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Stanich Group's IVE Position: Q3 2026 in Review

Stanich Group reduced its iShares S&P 500 Value ETF (IVE) stake by 1.6% in Q3 2026, selling an estimated $3.74K and leaving 979 shares worth $223K. The position accounts for 0.11% of the portfolio, ranked #62.

Stanich Group first reported a position in IVE in Q4 2025 and has held it in 3 quarters since. The position peaked at $227K in Q4 2025. 604 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

  • Stanich Group held 979 shares of iShares S&P 500 Value ETF worth $223K as of Q3 2026.
  • Stanich Group sold 16 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $3.74K.
  • iShares S&P 500 Value ETF made up 0.11% of Stanich Group's portfolio in Q3 2026, its #62 holding.
  • Stanich Group first reported a position in iShares S&P 500 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Stanich Group's iShares S&P 500 Value ETF position peaked at $227K in Q4 2025.
  • 604 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Stanich Group's 13F filing for Q3 2026, filed 16 Oct 2026.