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 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

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

Tactive Advisors's IVE Position: Q2 2026 in Review

Tactive Advisors reduced its iShares S&P 500 Value ETF (IVE) stake by 0.3% in Q2 2026, selling an estimated $3.13K and leaving 4,602 shares worth $1.04M. The position accounts for 0.26% of the portfolio, ranked #88.

Tactive Advisors first reported a position in IVE in Q4 2022 and has held it in 9 quarters since. The position peaked at $10.3M in Q4 2022. 1,764 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Tactive Advisors held 4,602 shares of iShares S&P 500 Value ETF worth $1.04M as of Q2 2026.
Tactive Advisors sold 14 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $3.13K.
iShares S&P 500 Value ETF made up 0.26% of Tactive Advisors's portfolio in Q2 2026, its #88 holding.
Tactive Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2022 and has held it in 9 quarters since.
Tactive Advisors's iShares S&P 500 Value ETF position peaked at $10.3M in Q4 2022.
1,764 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Tactive Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.