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Towerpoint Wealth’s iShares S&P 500 Value ETF IVE Stock Holding History

Towerpoint Wealth’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 		$1.21M Sell
5,317
-51
-1% -$11.4K 0.42% 45
2026
Q1 		$1.13M Sell
5,368
-4
-0.1% -$866 0.46% 41
2025
Q4 		$1.14M Buy
5,372
+8
+0.1% +$1.68K 0.45% 40
2025
Q3 		$1.11M Sell
5,364
-205
-4% -$41.2K 0.45% 41
2025
Q2 		$1.09M Buy
5,569
+2,788
+100% +$519K 0.48% 38
2025
Q1 		$530K Sell
2,781
-298
-10% -$57.7K 0.26% 49
2024
Q4 		$588K Buy
3,079
+6
+0.2% +$1.19K 0.29% 46
2024
Q3 		$606K Sell
3,073
-10
-0.3% -$1.9K 0.29% 47
2024
Q2 		$561K Buy
3,083
+4
+0.1% +$729 0.28% 47
2024
Q1 		$575K Sell
3,079
-1
-0% -$178 0.29% 47
2023
Q4 		$536K Buy
3,080
+8
+0.3% +$1.29K 0.29% 47
2023
Q3 		$473K Hold
3,072
– – 0.28% 50
2023
Q2 		$495K Sell
3,072
-102
-3% -$15.7K 0.28% 50
2023
Q1 		$482K Buy
3,174
+3
+0.1% +$453 0.28% 54
2022
Q4 		$460K Sell
3,171
-14
-0.4% -$2K 0.27% 53
2022
Q3 		$409K Hold
3,185
– – 0.25% 56
2022
Q2 		$438K Sell
3,185
-17
-0.5% -$2.51K 0.26% 56
2022
Q1 		$499K Sell
3,202
-107
-3% -$16.5K 0.25% 54
2021
Q4 		$518K Buy
3,309
+9
+0.3% +$1.37K 0.25% 50
2021
Q3 		$480K Sell
3,300
-685
-17% -$102K 0.24% 45
2021
Q2 		$588K Hold
3,985
– – 0.29% 41
2021
Q1 		$563K Sell
3,985
-50
-1% -$6.73K 0.27% 44
2020
Q4 		$517K Buy
4,035
+940
+30% +$114K 0.26% 40
2020
Q3 		$348K Sell
3,095
-40
-1% -$4.53K 0.19% 45
2020
Q2 		$339K Hold
3,135
– – 0.21% 46
2020
Q1 		$302K Hold
3,135
– – 0.24% 42
2019
Q4 		$408K Sell
3,135
-40
-1% -$4.98K 0.27% 35
2019
Q3 		$378K Hold
3,175
– – 0.26% 36
2019
Q2 		$377K Sell
3,175
-90
-3% -$10.3K 0.26% 35
2019
Q1 		$368K Sell
3,265
-20
-0.6% -$2.2K 0.26% 37
2018
Q4 		$332K Sell
3,285
-25
-0.8% -$2.73K 0.27% 35
2018
Q3 		$383K Hold
3,310
– – 0.32% 26
2018
Q2 		$365K Sell
3,310
-485
-13% -$53.7K 0.34% 26
2018
Q1 		$415K Hold
3,795
– – 0.46% 26
2017
Q4 		$434K Buy
+3,795
New +$420K 0.57% 23

Other funds holding IVE

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CC
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

Towerpoint Wealth's IVE Position: Q2 2026 in Review

Towerpoint Wealth reduced its iShares S&P 500 Value ETF (IVE) stake by 0.95% in Q2 2026, selling an estimated $11.4K and leaving 5,317 shares worth $1.21M. The position accounts for 0.42% of the portfolio, ranked #45.

Towerpoint Wealth first reported a position in IVE in Q4 2017 and has held it in 35 quarters since. 743 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Towerpoint Wealth held 5,317 shares of iShares S&P 500 Value ETF worth $1.21M as of Q2 2026.
  • Towerpoint Wealth sold 51 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $11.4K.
  • iShares S&P 500 Value ETF made up 0.42% of Towerpoint Wealth's portfolio in Q2 2026, its #45 holding.
  • Towerpoint Wealth first reported a position in iShares S&P 500 Value ETF in Q4 2017 and has held it in 35 quarters since.
  • 743 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Towerpoint Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.