Strategic Financial Services
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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
Q3 		– Sell
-1,130
Closed -$257K – 159
2026
Q2 		$257K Hold
1,130
– – 0.01% 135
2026
Q1 		$239K Buy
+1,130
New +$245K 0.01% 136

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LPL Financial
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Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Strategic Financial Services's IVE Position: Q3 2026 in Review

Strategic Financial Services sold out of iShares S&P 500 Value ETF (IVE) in Q3 2026, closing a stake of 1,130 shares — an estimated $257K sold.

Strategic Financial Services first reported a position in IVE in Q1 2026 and held it in 2 quarters. The position peaked at $257K in Q2 2026. 1,578 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

  • Strategic Financial Services reported no remaining iShares S&P 500 Value ETF position as of Q3 2026 after selling out during the quarter.
  • Strategic Financial Services sold 1,130 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $257K.
  • Strategic Financial Services first reported a position in iShares S&P 500 Value ETF in Q1 2026 and held it in 2 quarters.
  • Strategic Financial Services's iShares S&P 500 Value ETF position peaked at $257K in Q2 2026.
  • 1,578 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Strategic Financial Services's 13F filing for Q3 2026, filed 10 Nov 2026.