Toth Financial Advisory’s iShares S&P 500 Value ETF IVE Stock Holding History

Toth Financial Advisory’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	$16.1K	Hold	71	–	–	﹤0.01%	527
2026 Q1	$15K	Hold	71	–	–	﹤0.01%	511
2025 Q4	$15.1K	Hold	71	–	–	﹤0.01%	508
2025 Q3	$14.7K	Hold	71	–	–	﹤0.01%	497
2025 Q2	$13.9K	Hold	71	–	–	﹤0.01%	457
2025 Q1	$13.5K	Hold	71	–	–	﹤0.01%	435
2024 Q4	$13.6K	Hold	71	–	–	﹤0.01%	433
2024 Q3	$14K	Hold	71	–	–	﹤0.01%	424
2024 Q2	$12.9K	Hold	71	–	–	﹤0.01%	438
2024 Q1	$13.3K	Hold	71	–	–	﹤0.01%	426
2023 Q4	$12.3K	Hold	71	–	–	﹤0.01%	433
2023 Q3	$10.9K	Hold	71	–	–	﹤0.01%	432
2023 Q2	$11.4K	Hold	71	–	–	﹤0.01%	450
2023 Q1	$10.8K	Hold	71	–	–	﹤0.01%	446
2022 Q4	$10.3K	Hold	71	–	–	﹤0.01%	440
2022 Q3	$9K	Hold	71	–	–	﹤0.01%	474
2022 Q2	$10K	Hold	71	–	–	﹤0.01%	439
2022 Q1	$11K	Hold	71	–	–	﹤0.01%	463
2021 Q4	$11K	Hold	71	–	–	﹤0.01%	483
2021 Q3	$10K	Hold	71	–	–	﹤0.01%	480
2021 Q2	$10K	Hold	71	–	–	﹤0.01%	456
2021 Q1	$10K	Sell	71 -32	-31%	-$4.31K	﹤0.01%	468
2020 Q4	$13K	Hold	103	–	–	﹤0.01%	380
2020 Q3	$12K	Hold	103	–	–	﹤0.01%	360
2020 Q2	$11K	Hold	103	–	–	﹤0.01%	342
2020 Q1	$10K	Sell	103 -15	-13%	-$1.78K	﹤0.01%	278
2019 Q4	$15K	Hold	118	–	–	﹤0.01%	278
2019 Q3	$14K	Hold	118	–	–	﹤0.01%	294
2019 Q2	$14K	Hold	118	–	–	﹤0.01%	296
2019 Q1	$13K	Hold	118	–	–	﹤0.01%	284
2018 Q4	$12K	Hold	118	–	–	﹤0.01%	273
2018 Q3	$14K	Hold	118	–	–	﹤0.01%	293
2018 Q2	$13K	Hold	118	–	–	﹤0.01%	296
2018 Q1	$13K	Hold	118	–	–	﹤0.01%	306
2017 Q4	$13K	Buy	+118	New	+$13.1K	﹤0.01%	303

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

Toth Financial Advisory's IVE Position: Q2 2026 in Review

Toth Financial Advisory held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 71 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #527.

Toth Financial Advisory first reported a position in IVE in Q4 2017 and has held it in 35 quarters since. 553 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Toth Financial Advisory held 71 shares of iShares S&P 500 Value ETF worth $16.1K as of Q2 2026.
Toth Financial Advisory left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
iShares S&P 500 Value ETF made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #527 holding.
Toth Financial Advisory first reported a position in iShares S&P 500 Value ETF in Q4 2017 and has held it in 35 quarters since.
553 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.