TFC Financial Management’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
TFC Financial Management's IVE Position: Q2 2026 in Review
TFC Financial Management increased its iShares S&P 500 Value ETF (IVE) stake by 0.38% in Q2 2026, buying an estimated $447 and bringing the position to 535 shares worth $122K. The position accounts for 0.01% of the portfolio, ranked #195.
TFC Financial Management first reported a position in IVE in Q1 2026 and has held it in 2 quarters since. 1,766 funds tracked by Wall St. Rank hold IVE as of Q2 2026.
- TFC Financial Management held 535 shares of iShares S&P 500 Value ETF worth $122K as of Q2 2026.
- TFC Financial Management bought 2 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $447.
- iShares S&P 500 Value ETF made up 0.01% of TFC Financial Management's portfolio in Q2 2026, its #195 holding.
- TFC Financial Management first reported a position in iShares S&P 500 Value ETF in Q1 2026 and has held it in 2 quarters since.
- 1,766 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.
Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.