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Stonebridge Financial Planning Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Stonebridge Financial Planning 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
Q2 		$1.85M Buy
8,158
+34
+0.4% +$7.59K 0.59% 51
2026
Q1 		$1.72M Sell
8,124
-68
-0.8% -$14.7K 0.63% 49
2025
Q4 		$1.74M Sell
8,192
-99
-1% -$20.7K 0.63% 52
2025
Q3 		$1.71M Sell
8,291
-18
-0.2% -$3.62K 0.64% 50
2025
Q2 		$1.62M Buy
8,309
+1
+0% +$186 0.68% 49
2025
Q1 		$1.58M Sell
8,308
-150
-2% -$29K 0.72% 43
2024
Q4 		$1.61M Buy
8,458
+152
+2% +$30.1K 0.72% 43
2024
Q3 		$1.64M Sell
8,306
-99
-1% -$18.8K 0.78% 40
2024
Q2 		$1.53M Buy
8,405
+100
+1% +$18.2K 0.77% 39
2024
Q1 		$1.55M Sell
8,305
-100
-1% -$17.8K 0.82% 36
2023
Q4 		$1.46M Sell
8,405
-149
-2% -$23.9K 0.84% 34
2023
Q3 		$1.32M Sell
8,554
-180
-2% -$29.1K 0.84% 37
2023
Q2 		$1.41M Sell
8,734
-100
-1% -$15.4K 0.86% 36
2023
Q1 		$1.34M Buy
8,834
+170
+2% +$25.7K 0.87% 34
2022
Q4 		$1.26M Sell
8,664
-277
-3% -$39.5K 0.84% 40
2022
Q3 		$1.15M Buy
8,941
+232
+3% +$32.9K 0.8% 43
2022
Q2 		$1.2M Sell
8,709
-267
-3% -$39.4K 0.81% 43
2022
Q1 		$1.4M Buy
8,976
+76
+0.9% +$11.7K 0.78% 43
2021
Q4 		$1.36M Hold
8,900
– – 0.71% 41
2021
Q3 		$1.37M Buy
8,900
+125
+1% +$18.6K 0.67% 43
2021
Q2 		$1.31M Buy
8,775
+2,335
+36% +$344K 0.69% 43
2021
Q1 		$928K Buy
6,440
+100
+2% +$13.5K 0.54% 42
2020
Q4 		$812K Buy
6,340
+100
+2% +$12.1K 0.51% 42
2020
Q3 		$728K Sell
6,240
-334
-5% -$37.8K 0.52% 47
2020
Q2 		$714K Sell
6,574
-55
-0.8% -$5.83K 0.61% 44
2020
Q1 		$682K Buy
6,629
+286
+5% +$34K 0.68% 40
2019
Q4 		$825K Buy
+6,343
New +$789K 0.75% 34

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

Stonebridge Financial Planning Group's IVE Position: Q2 2026 in Review

Stonebridge Financial Planning Group increased its iShares S&P 500 Value ETF (IVE) stake by 0.42% in Q2 2026, buying an estimated $7.59K and bringing the position to 8,158 shares worth $1.85M. The position accounts for 0.59% of the portfolio, ranked #51.

Stonebridge Financial Planning Group first reported a position in IVE in Q4 2019 and has held it in 27 quarters since. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Stonebridge Financial Planning Group held 8,158 shares of iShares S&P 500 Value ETF worth $1.85M as of Q2 2026.
  • Stonebridge Financial Planning Group bought 34 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $7.59K.
  • iShares S&P 500 Value ETF made up 0.59% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #51 holding.
  • Stonebridge Financial Planning Group first reported a position in iShares S&P 500 Value ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.