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Steigerwald Gordon & Koch’s iShares S&P 500 Value ETF IVE Stock Holding History

Steigerwald Gordon & Koch’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 		$62.7K Hold
276
– – 0.01% 281
2026
Q1 		$58.3K Hold
276
– – 0.01% 284
2025
Q4 		$58.5K Hold
276
– – 0.01% 290
2025
Q3 		$57K Buy
+276
New +$55.4K 0.01% 283

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

Steigerwald Gordon & Koch's IVE Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 276 shares worth $62.7K. The position accounts for 0.01% of the portfolio, ranked #281.

Steigerwald Gordon & Koch first reported a position in IVE in Q3 2025 and has held it in 4 quarters since. 1,764 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Steigerwald Gordon & Koch held 276 shares of iShares S&P 500 Value ETF worth $62.7K as of Q2 2026.
  • Steigerwald Gordon & Koch left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Value ETF made up 0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #281 holding.
  • Steigerwald Gordon & Koch first reported a position in iShares S&P 500 Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,764 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.