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

Strategic Financial Services’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 Q1	$239K	Buy	+1,130	New	+$245K	0.01%	136

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Strategic Financial Services's IVE Position: Q1 2026 in Review

Strategic Financial Services opened a new position in iShares S&P 500 Value ETF (IVE) in Q1 2026: 1,130 shares worth $239K. The stake represents 0.01% of the portfolio and ranks #136 among its holdings.

1,704 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

Strategic Financial Services held 1,130 shares of iShares S&P 500 Value ETF worth $239K as of Q1 2026.
iShares S&P 500 Value ETF was a new Strategic Financial Services position in Q1 2026.
iShares S&P 500 Value ETF made up 0.01% of Strategic Financial Services's portfolio in Q1 2026, its #136 holding.
1,704 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Strategic Financial Services's 13F filing for Q1 2026, filed 8 May 2026.