Transamerica Financial Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Transamerica Financial 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	$2.38M	Buy	10,479 +428	+4%	+$95.6K	0.2%	115
2026 Q1	$2.12M	Sell	10,051 -115	-1%	-$24.9K	0.18%	124
2025 Q4	$2.16M	Buy	10,166 +6,148	+153%	+$1.29M	0.18%	126
2025 Q3	$830K	Buy	+4,018	New	+$807K	0.07%	193
2019 Q3	–	Sell	-139	Closed	-$17K	–	314
2019 Q2	$17K	Buy	+139	New	+$15.9K	﹤0.01%	279
2019 Q1	–	Sell	-14	Closed	-$2K	–	278
2018 Q4	$2K	Buy	+14	New	+$1.53K	﹤0.01%	366
2016 Q2	–	Sell	-4,561	Closed	-$411K	–	547
2016 Q1	$411K	Buy	+4,561	New	+$389K	0.03%	232

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Transamerica Financial Advisors's IVE Position: Q2 2026 in Review

Transamerica Financial Advisors increased its iShares S&P 500 Value ETF (IVE) stake by 4.3% in Q2 2026, buying an estimated $95.6K and bringing the position to 10,479 shares worth $2.38M. The position accounts for 0.2% of the portfolio, ranked #115.

Transamerica Financial Advisors first reported a position in IVE in Q1 2016 and has held it in 7 quarters since. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Transamerica Financial Advisors held 10,479 shares of iShares S&P 500 Value ETF worth $2.38M as of Q2 2026.
Transamerica Financial Advisors bought 428 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $95.6K.
iShares S&P 500 Value ETF made up 0.2% of Transamerica Financial Advisors's portfolio in Q2 2026, its #115 holding.
Transamerica Financial Advisors first reported a position in iShares S&P 500 Value ETF in Q1 2016 and has held it in 7 quarters since.
1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.