Tactive Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Tactive Advisors’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	$1.09M	Buy	4,763 +161	+3%	+$37.6K	0.26%	83
2026 Q2	$1.04M	Sell	4,602 -14	-0.3%	-$3.13K	0.26%	88
2026 Q1	$975K	Buy	4,616 +75	+2%	+$16.2K	0.27%	81
2025 Q4	$963K	Sell	4,541 -440	-9%	-$92.2K	0.28%	85
2025 Q3	$1.03M	Sell	4,981 -611	-11%	-$123K	0.29%	84
2025 Q2	$1.09M	Buy	+5,592	New	+$1.04M	0.35%	74
2023 Q4	–	Sell	-1,708	Closed	-$263K	–	94
2023 Q3	$263K	Sell	1,708 -9,139	-84%	-$1.48M	0.23%	54
2023 Q2	$1.75M	Buy	10,847 +4,811	+80%	+$740K	1.33%	17
2023 Q1	$916K	Sell	6,036 -65,232	-92%	-$9.86M	0.68%	22
2022 Q4	$10.3M	Buy	+71,268	New	+$10.2M	6.76%	4

Other funds holding IVE

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

PFA

Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

PGFG

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

MGIA

Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

FHB

First Hawaiian Bank Honolulu, Hawaii $826M AUM 13.14% 1-Year Est. Return

Tactive Advisors's IVE Position: Q3 2026 in Review

Tactive Advisors increased its iShares S&P 500 Value ETF (IVE) stake by 3.5% in Q3 2026, buying an estimated $37.6K and bringing the position to 4,763 shares worth $1.09M. The position accounts for 0.26% of the portfolio, ranked #83.

Tactive Advisors first reported a position in IVE in Q4 2022 and has held it in 10 quarters since. The position peaked at $10.3M in Q4 2022. 178 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

Tactive Advisors held 4,763 shares of iShares S&P 500 Value ETF worth $1.09M as of Q3 2026.
Tactive Advisors bought 161 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $37.6K.
iShares S&P 500 Value ETF made up 0.26% of Tactive Advisors's portfolio in Q3 2026, its #83 holding.
Tactive Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2022 and has held it in 10 quarters since.
Tactive Advisors's iShares S&P 500 Value ETF position peaked at $10.3M in Q4 2022.
178 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Tactive Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.