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Tiemann Investment Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Tiemann Investment 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 		$1.9M Sell
8,359
-125
-1% -$27.9K 0.69% 36
2026
Q1 		$1.79M Sell
8,484
-37
-0.4% -$8.01K 0.7% 31
2025
Q4 		$1.81M Buy
8,521
+194
+2% +$40.7K 0.7% 30
2025
Q3 		$1.72M Buy
8,327
+283
+4% +$56.8K 0.66% 31
2025
Q2 		$1.57M Buy
8,044
+267
+3% +$49.7K 0.64% 35
2025
Q1 		$1.48M Sell
7,777
-61
-0.8% -$11.8K 0.67% 32
2024
Q4 		$1.5M Sell
7,838
-103
-1% -$20.4K 0.67% 35
2024
Q3 		$1.57M Buy
7,941
+109
+1% +$20.7K 0.68% 34
2024
Q2 		$1.43M Buy
7,832
+50
+0.6% +$9.11K 0.63% 38
2024
Q1 		$1.45M Buy
7,782
+517
+7% +$91.9K 0.65% 37
2023
Q4 		$1.26M Sell
7,265
-152
-2% -$24.4K 0.61% 39
2023
Q3 		$1.14M Sell
7,417
-104
-1% -$16.8K 0.61% 40
2023
Q2 		$1.21M Buy
7,521
+750
+11% +$115K 0.62% 38
2023
Q1 		$1.03M Sell
6,771
-15
-0.2% -$2.27K 0.56% 44
2022
Q4 		$984K Buy
6,786
+495
+8% +$70.7K 0.58% 49
2022
Q3 		$809K Sell
6,291
-326
-5% -$46.2K 0.52% 47
2022
Q2 		$910K Sell
6,617
-102
-2% -$15.1K 0.49% 56
2022
Q1 		$1.05M Buy
6,719
+18
+0.3% +$2.77K 0.48% 55
2021
Q4 		$1.05M Sell
6,701
-32
-0.5% -$4.87K 0.44% 58
2021
Q3 		$979K Sell
6,733
-150
-2% -$22.4K 0.47% 57
2021
Q2 		$1.02M Sell
6,883
-150
-2% -$22.1K 0.48% 56
2021
Q1 		$993K Buy
7,033
+31
+0.4% +$4.17K 0.49% 55
2020
Q4 		$896K Sell
7,002
-160
-2% -$19.4K 0.48% 52
2020
Q3 		$805K Sell
7,162
-102
-1% -$11.6K 0.5% 55
2020
Q2 		$786K Buy
7,264
+760
+12% +$80.6K 0.54% 53
2020
Q1 		$626K Buy
6,504
+1,076
+20% +$128K 0.54% 53
2019
Q4 		$706K Sell
5,428
-512
-9% -$63.7K 0.48% 55
2019
Q3 		$708K Buy
5,940
+37
+0.6% +$4.34K 0.51% 55
2019
Q2 		$688K Sell
5,903
-55
-0.9% -$6.3K 0.5% 56
2019
Q1 		$672K Buy
5,958
+128
+2% +$14.1K 0.51% 55
2018
Q4 		$590K Sell
5,830
-84
-1% -$9.19K 0.53% 54
2018
Q3 		$685K Sell
5,914
-55
-0.9% -$6.31K 0.52% 54
2018
Q2 		$657K Sell
5,969
-358
-6% -$39.7K 0.53% 54
2018
Q1 		$692K Sell
6,327
-115
-2% -$13.1K 0.56% 54
2017
Q4 		$736K Sell
6,442
-40
-0.6% -$4.43K 0.59% 50
2017
Q3 		$699K Sell
6,482
-5
-0.1% -$529 0.59% 53
2017
Q2 		$681K Buy
6,487
+204
+3% +$21.3K 0.61% 52
2017
Q1 		$654K Sell
6,283
-70
-1% -$7.27K 0.61% 54
2016
Q4 		$644K Sell
6,353
-337
-5% -$32.9K 0.63% 52
2016
Q3 		$635K Sell
6,690
-710
-10% -$67.6K 0.58% 54
2016
Q2 		$687K Buy
7,400
+405
+6% +$37.1K 0.64% 48
2016
Q1 		$629K Sell
6,995
-1
-0% -$85 0.62% 54
2015
Q4 		$619K Sell
6,996
-186
-3% -$16.6K 0.63% 51
2015
Q3 		$604K Buy
7,182
+621
+9% +$55.5K 0.66% 47
2015
Q2 		$605K Sell
6,561
-633
-9% -$59.7K 0.62% 54
2015
Q1 		$666K Buy
7,194
+877
+14% +$81.5K 0.69% 46
2014
Q4 		$592K Sell
6,317
-472
-7% -$43.2K 0.64% 53
2014
Q3 		$612K Buy
6,789
+229
+3% +$20.8K 0.68% 46
2014
Q2 		$592K Buy
6,560
+917
+16% +$81K 0.66% 49
2014
Q1 		$490K Buy
5,643
+376
+7% +$31.8K 0.55% 60
2013
Q4 		$450K Buy
+5,267
New +$434K 0.53% 61

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Tiemann Investment Advisors's IVE Position: Q2 2026 in Review

Tiemann Investment Advisors reduced its iShares S&P 500 Value ETF (IVE) stake by 1.5% in Q2 2026, selling an estimated $27.9K and leaving 8,359 shares worth $1.9M. The position accounts for 0.69% of the portfolio, ranked #36.

Tiemann Investment Advisors first reported a position in IVE in Q4 2013 and has held it in 51 quarters since. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Tiemann Investment Advisors held 8,359 shares of iShares S&P 500 Value ETF worth $1.9M as of Q2 2026.
  • Tiemann Investment Advisors sold 125 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $27.9K.
  • iShares S&P 500 Value ETF made up 0.69% of Tiemann Investment Advisors's portfolio in Q2 2026, its #36 holding.
  • Tiemann Investment Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2013 and has held it in 51 quarters since.
  • 1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Tiemann Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.