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

TCI Wealth 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	$234K	Hold	1,032	–	–	0.01%	239
2026 Q1	$218K	Sell	1,032 -80	-7%	-$17.3K	0.01%	233
2025 Q4	$236K	Hold	1,112	–	–	0.01%	217
2025 Q3	$230K	Hold	1,112	–	–	0.01%	228
2025 Q2	$217K	Buy	+1,112	New	+$207K	0.01%	226
2025 Q1	–	Sell	-1,100	Closed	-$210K	–	238
2024 Q4	$210K	Buy	1,100 +50	+5%	+$9.92K	0.02%	215
2024 Q3	$207K	Buy	+1,050	New	+$199K	0.02%	228
2023 Q2	–	Sell	-226	Closed	-$34.3K	–	1201
2023 Q1	$34.3K	Hold	226	–	–	﹤0.01%	531
2022 Q4	$32.8K	Hold	226	–	–	﹤0.01%	521
2022 Q3	$29K	Hold	226	–	–	﹤0.01%	526
2022 Q2	$31K	Sell	226 -33	-13%	-$4.87K	﹤0.01%	502
2022 Q1	$40K	Sell	259 -30	-10%	-$4.62K	0.01%	466
2021 Q4	$45K	Hold	289	–	–	0.01%	439
2021 Q3	$42K	Hold	289	–	–	0.01%	473
2021 Q2	$43K	Hold	289	–	–	0.01%	425
2021 Q1	$41K	Hold	289	–	–	0.02%	391
2020 Q4	$37K	Hold	289	–	–	0.02%	386
2020 Q3	$32K	Hold	289	–	–	0.01%	377
2020 Q2	$31K	Hold	289	–	–	0.01%	378
2020 Q1	$28K	Sell	289 -194	-40%	-$23.1K	0.01%	402
2019 Q4	$63K	Hold	483	–	–	0.02%	335
2019 Q3	$58K	Buy	483 +60	+14%	+$7.04K	0.03%	298
2019 Q2	$49K	Hold	423	–	–	0.02%	313
2019 Q1	$48K	Hold	423	–	–	0.02%	342
2018 Q4	$43K	Sell	423 -147	-26%	-$16.1K	0.02%	336
2018 Q3	$66K	Buy	570 +374	+191%	+$42.9K	0.03%	295
2018 Q2	$22K	Sell	196 -53	-21%	-$5.87K	0.01%	466
2018 Q1	$27K	Hold	249	–	–	0.01%	428
2017 Q4	$28K	Hold	249	–	–	0.01%	433
2017 Q3	$27K	Hold	249	–	–	0.01%	412
2017 Q2	$26K	Sell	249 -87	-26%	-$9.06K	0.01%	415
2017 Q1	$35K	Sell	336 -892	-73%	-$92.7K	0.02%	352
2016 Q4	$124K	Buy	1,228 +892	+265%	+$87K	0.07%	199
2016 Q3	$32K	Hold	336	–	–	0.02%	357
2016 Q2	$31K	Hold	336	–	–	0.02%	351
2016 Q1	$30K	Hold	336	–	–	0.02%	363
2015 Q4	$30K	Hold	336	–	–	0.02%	375
2015 Q3	$28K	Sell	336 -860	-72%	-$76.9K	0.02%	352
2015 Q2	$110K	Buy	1,196 +1,000	+510%	+$94.4K	0.06%	184
2015 Q1	$18K	Hold	196	–	–	0.01%	364
2014 Q4	$18K	Hold	196	–	–	0.01%	364
2014 Q3	$18K	Sell	196 -21	-10%	-$1.91K	0.01%	345
2014 Q2	$20K	Hold	217	–	–	0.01%	345
2014 Q1	$19K	Hold	217	–	–	0.01%	336
2013 Q4	$19K	Buy	217 +170	+362%	+$14K	0.01%	342
2013 Q3	$4K	Sell	47 -103	-69%	-$8.13K	﹤0.01%	518
2013 Q2	$11K	Buy	+150	New	+$11.4K	0.01%	362

Other funds holding IVE

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

CWM

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HFBOT

Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return

TCI Wealth Advisors's IVE Position: Q2 2026 in Review

TCI Wealth Advisors held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 1,032 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #239.

TCI Wealth Advisors first reported a position in IVE in Q2 2013 and has held it in 47 quarters since. The position peaked at $236K in Q4 2025. 911 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

TCI Wealth Advisors held 1,032 shares of iShares S&P 500 Value ETF worth $234K as of Q2 2026.
TCI Wealth Advisors left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
iShares S&P 500 Value ETF made up 0.01% of TCI Wealth Advisors's portfolio in Q2 2026, its #239 holding.
TCI Wealth Advisors first reported a position in iShares S&P 500 Value ETF in Q2 2013 and has held it in 47 quarters since.
TCI Wealth Advisors's iShares S&P 500 Value ETF position peaked at $236K in Q4 2025.
911 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.