Strategic Blueprint’s iShares S&P 500 Value ETF IVE Stock Holding History

Strategic Blueprint’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	$5.2M	Sell	22,916 -236	-1%	-$52.7K	0.26%	100
2026 Q1	$4.89M	Buy	23,152 +259	+1%	+$56.1K	0.28%	91
2025 Q4	$4.85M	Buy	22,893 +1,258	+6%	+$264K	0.29%	91
2025 Q3	$4.47M	Buy	21,635 +1,076	+5%	+$216K	0.19%	123
2025 Q2	$4.02M	Buy	20,559 +2,830	+16%	+$527K	0.2%	121
2025 Q1	$3.38M	Buy	17,729 +5,083	+40%	+$984K	0.18%	125
2024 Q4	$2.41M	Buy	12,646 +2,764	+28%	+$548K	0.14%	130
2024 Q3	$1.95M	Buy	9,882 +102	+1%	+$19.4K	0.12%	158
2024 Q2	$1.78M	Sell	9,780 -1,506	-13%	-$274K	0.12%	162
2024 Q1	$2.11M	Buy	+11,286	New	+$2.01M	0.15%	140
2021 Q3	–	Sell	-878	Closed	-$130K	–	855
2021 Q2	$130K	Buy	+878	New	+$129K	0.02%	448
2019 Q4	–	Sell	-1,042	Closed	-$124K	–	259
2019 Q3	$124K	Buy	+1,042	New	+$122K	0.09%	91

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Strategic Blueprint's IVE Position: Q2 2026 in Review

Strategic Blueprint reduced its iShares S&P 500 Value ETF (IVE) stake by 1% in Q2 2026, selling an estimated $52.7K and leaving 22,916 shares worth $5.2M. The position accounts for 0.26% of the portfolio, ranked #100.

Strategic Blueprint first reported a position in IVE in Q3 2019 and has held it in 12 quarters since. 1,769 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Strategic Blueprint held 22,916 shares of iShares S&P 500 Value ETF worth $5.2M as of Q2 2026.
Strategic Blueprint sold 236 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $52.7K.
iShares S&P 500 Value ETF made up 0.26% of Strategic Blueprint's portfolio in Q2 2026, its #100 holding.
Strategic Blueprint first reported a position in iShares S&P 500 Value ETF in Q3 2019 and has held it in 12 quarters since.
1,769 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Strategic Blueprint's 13F filing for Q2 2026, filed 23 Jul 2026.