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Stenger Family Office’s iShares S&P 500 Value ETF IVE Stock Holding History

Stenger Family Office’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 		$5.34M Sell
23,534
-3,516
-13% -$785K 0.85% 30
2026
Q1 		$5.71M Hold
27,050
– – 1.01% 27
2025
Q4 		$5.74M Sell
27,050
-10
-0% -$2.1K 1.18% 23
2025
Q3 		$5.72M Sell
27,060
-124
-0.5% -$24.9K 1.17% 21
2025
Q2 		$5.39M Buy
+27,184
New +$5.06M 1.39% 17
2024
Q4 		$5.25M Buy
+27,506
New +$5.46M 1.78% 13

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
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
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 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

Stenger Family Office's IVE Position: Q2 2026 in Review

Stenger Family Office reduced its iShares S&P 500 Value ETF (IVE) stake by 13% in Q2 2026, selling an estimated $785K and leaving 23,534 shares worth $5.34M. The position accounts for 0.85% of the portfolio, ranked #30.

Stenger Family Office first reported a position in IVE in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.74M in Q4 2025. 629 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Stenger Family Office held 23,534 shares of iShares S&P 500 Value ETF worth $5.34M as of Q2 2026.
  • Stenger Family Office sold 3,516 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $785K.
  • iShares S&P 500 Value ETF made up 0.85% of Stenger Family Office's portfolio in Q2 2026, its #30 holding.
  • Stenger Family Office first reported a position in iShares S&P 500 Value ETF in Q4 2024 and has held it in 6 quarters since.
  • Stenger Family Office's iShares S&P 500 Value ETF position peaked at $5.74M in Q4 2025.
  • 629 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Stenger Family Office's 13F filing for Q2 2026, filed 13 Jul 2026.