TFC Financial Management’s iShares S&P 500 Value ETF IVE Stock Holding History

TFC Financial Management’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	$113K	Buy	+533	New	+$115K	0.01%	188

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

TFC Financial Management's IVE Position: Q1 2026 in Review

TFC Financial Management opened a new position in iShares S&P 500 Value ETF (IVE) in Q1 2026: 533 shares worth $113K. The stake represents 0.01% of the portfolio and ranks #188 among its holdings.

1,704 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

TFC Financial Management held 533 shares of iShares S&P 500 Value ETF worth $113K as of Q1 2026.
iShares S&P 500 Value ETF was a new TFC Financial Management position in Q1 2026.
iShares S&P 500 Value ETF made up 0.01% of TFC Financial Management's portfolio in Q1 2026, its #188 holding.
1,704 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.