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 Q3	$16.2K	Hold	71	–	–	﹤0.01%	533
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

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return

MWM

McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Toth Financial Advisory's IVE Position: Q3 2026 in Review

Toth Financial Advisory held its iShares S&P 500 Value ETF (IVE) position steady in Q3 2026 at 71 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #533.

Toth Financial Advisory first reported a position in IVE in Q4 2017 and has held it in 36 quarters since. 95 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

Toth Financial Advisory held 71 shares of iShares S&P 500 Value ETF worth $16.2K as of Q3 2026.
Toth Financial Advisory left its iShares S&P 500 Value ETF share count unchanged in Q3 2026.
iShares S&P 500 Value ETF made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #533 holding.
Toth Financial Advisory first reported a position in iShares S&P 500 Value ETF in Q4 2017 and has held it in 36 quarters since.
95 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.