Taylor Financial Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Taylor Financial Group’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	$1.85M	Buy	8,782 +45	+0.5%	+$9.74K	1.12%	21
2025 Q4	$1.85M	Hold	8,737	–	–	1.09%	23
2025 Q3	$1.8M	Hold	8,737	–	–	1.04%	23
2025 Q2	$1.71M	Buy	8,737 +280	+3%	+$52.2K	1.07%	22
2025 Q1	$1.61M	Sell	8,457 -576	-6%	-$111K	1.12%	22
2024 Q4	$1.72M	Hold	9,033	–	–	1.19%	21
2024 Q3	$1.78M	Buy	9,033 +81	+0.9%	+$15.4K	1.23%	22
2024 Q2	$1.63M	Sell	8,952 -110	-1%	-$20K	1.25%	20
2024 Q1	$1.69M	Buy	9,062 +145	+2%	+$25.8K	1.29%	21
2023 Q4	$1.55M	Buy	+8,917	New	+$1.43M	1.28%	20

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

Taylor Financial Group's IVE Position: Q1 2026 in Review

Taylor Financial Group increased its iShares S&P 500 Value ETF (IVE) stake by 0.52% in Q1 2026, buying an estimated $9.74K and bringing the position to 8,782 shares worth $1.85M. The position accounts for 1.12% of the portfolio, ranked #21.

Taylor Financial Group first reported a position in IVE in Q4 2023 and has held it in 10 quarters since. 1,705 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

Taylor Financial Group held 8,782 shares of iShares S&P 500 Value ETF worth $1.85M as of Q1 2026.
Taylor Financial Group bought 45 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $9.74K.
iShares S&P 500 Value ETF made up 1.12% of Taylor Financial Group's portfolio in Q1 2026, its #21 holding.
Taylor Financial Group first reported a position in iShares S&P 500 Value ETF in Q4 2023 and has held it in 10 quarters since.
1,705 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Taylor Financial Group's 13F filing for Q1 2026, filed 14 May 2026.