Thurston Springer Miller Herd & Titak’s iShares S&P 500 Value ETF IVE Stock Holding History

Thurston Springer Miller Herd & Titak’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	$90.6K	Hold	399	–	–	0.03%	372
2026 Q1	$84.2K	Sell	399 -199	-33%	-$43.1K	0.03%	425
2025 Q4	$127K	Buy	+598	New	+$125K	0.04%	314
2025 Q3	–	Sell	-616	Closed	-$120K	–	965
2025 Q2	$120K	Buy	616 +483	+363%	+$90K	0.02%	462
2025 Q1	$25.3K	Sell	133 -19	-13%	-$3.68K	﹤0.01%	804
2024 Q4	$29K	Buy	152 +76	+100%	+$15.1K	0.01%	643
2024 Q3	$15K	Buy	76 +63	+485%	+$12K	﹤0.01%	905
2024 Q2	$2.37K	Buy	+13	New	+$2.37K	﹤0.01%	1283

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

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

HFBOT

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's IVE Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 399 shares worth $90.6K. The position accounts for 0.03% of the portfolio, ranked #372.

Thurston Springer Miller Herd & Titak first reported a position in IVE in Q2 2024 and has held it in 8 quarters since. The position peaked at $127K in Q4 2025. 572 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Thurston Springer Miller Herd & Titak held 399 shares of iShares S&P 500 Value ETF worth $90.6K as of Q2 2026.
Thurston Springer Miller Herd & Titak left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
iShares S&P 500 Value ETF made up 0.03% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #372 holding.
Thurston Springer Miller Herd & Titak first reported a position in iShares S&P 500 Value ETF in Q2 2024 and has held it in 8 quarters since.
Thurston Springer Miller Herd & Titak's iShares S&P 500 Value ETF position peaked at $127K in Q4 2025.
572 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.