Summit Investment Advisory Services’s iShares S&P 500 Value ETF IVE Stock Holding History

Summit Investment Advisory 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	$3.22M	Sell	15,253 -404	-3%	-$87.5K	1.2%	12
2025 Q4	$3.32M	Buy	15,657 +255	+2%	+$53.4K	1.25%	11
2025 Q3	$3.18M	Sell	15,402 -203	-1%	-$40.8K	1.27%	12
2025 Q2	$3.05M	Buy	15,605 +6	+0%	+$1.12K	1.33%	12
2025 Q1	$2.97M	Sell	15,599 -1,774	-10%	-$343K	1.46%	11
2024 Q4	$3.32M	Sell	17,373 -379	-2%	-$75.2K	1.71%	10
2024 Q3	$3.5M	Buy	+17,752	New	+$3.37M	1.86%	10
2024 Q2	–	Sell	-21,031	Closed	-$3.93M	–	68
2024 Q1	$3.93M	Sell	21,031 -725	-3%	-$129K	2.33%	9
2023 Q4	$3.78M	Sell	21,756 -5	-0%	-$804	2.38%	9
2023 Q3	$3.35M	Sell	21,761 -82	-0.4%	-$13.3K	2.48%	9
2023 Q2	$3.52M	Sell	21,843 -147	-0.7%	-$22.6K	2.33%	9
2023 Q1	$3.34M	Buy	21,990 +30	+0.1%	+$4.53K	2.38%	9
2022 Q4	$3.19M	Buy	+21,960	New	+$3.13M	3.86%	6

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

Summit Investment Advisory Services's IVE Position: Q1 2026 in Review

Summit Investment Advisory Services reduced its iShares S&P 500 Value ETF (IVE) stake by 2.6% in Q1 2026, selling an estimated $87.5K and leaving 15,253 shares worth $3.22M. The position accounts for 1.2% of the portfolio, ranked #12.

Summit Investment Advisory Services first reported a position in IVE in Q4 2022 and has held it in 13 quarters since. The position peaked at $3.93M in Q1 2024. 1,704 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

Summit Investment Advisory Services held 15,253 shares of iShares S&P 500 Value ETF worth $3.22M as of Q1 2026.
Summit Investment Advisory Services sold 404 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $87.5K.
iShares S&P 500 Value ETF made up 1.2% of Summit Investment Advisory Services's portfolio in Q1 2026, its #12 holding.
Summit Investment Advisory Services first reported a position in iShares S&P 500 Value ETF in Q4 2022 and has held it in 13 quarters since.
Summit Investment Advisory Services's iShares S&P 500 Value ETF position peaked at $3.93M in Q1 2024.
1,704 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Summit Investment Advisory Services's 13F filing for Q1 2026, filed 23 Apr 2026.