Tempus Wealth Planning’s iShares S&P 500 Value ETF IVE Stock Holding History

Tempus Wealth Planning’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	$2.85M	Buy	12,545 +1,490	+13%	+$333K	0.56%	43
2026 Q1	$2.33M	Buy	11,055 +3,596	+48%	+$779K	0.54%	46
2025 Q4	$1.58M	Buy	7,459 +1,956	+36%	+$410K	0.36%	75
2025 Q3	$1.14M	Sell	5,503 -1,364	-20%	-$274K	0.26%	102
2025 Q2	$1.34M	Buy	6,867 +1,371	+25%	+$255K	0.33%	86
2025 Q1	$1.05M	Buy	5,496 +2,579	+88%	+$499K	0.31%	95
2024 Q4	$557K	Buy	2,917 +683	+31%	+$135K	0.17%	130
2024 Q3	$441K	Buy	2,234 +536	+32%	+$102K	0.16%	136
2024 Q2	$309K	Buy	+1,698	New	+$309K	0.13%	149

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

Tempus Wealth Planning's IVE Position: Q2 2026 in Review

Tempus Wealth Planning increased its iShares S&P 500 Value ETF (IVE) stake by 13% in Q2 2026, buying an estimated $333K and bringing the position to 12,545 shares worth $2.85M. The position accounts for 0.56% of the portfolio, ranked #43.

Tempus Wealth Planning first reported a position in IVE in Q2 2024 and has held it in 9 quarters since. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Tempus Wealth Planning held 12,545 shares of iShares S&P 500 Value ETF worth $2.85M as of Q2 2026.
Tempus Wealth Planning bought 1,490 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $333K.
iShares S&P 500 Value ETF made up 0.56% of Tempus Wealth Planning's portfolio in Q2 2026, its #43 holding.
Tempus Wealth Planning first reported a position in iShares S&P 500 Value ETF in Q2 2024 and has held it in 9 quarters since.
1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.