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

True Link 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	–	Sell	-132	Closed	-$27.9K	–	245
2026 Q1	$27.9K	Buy	+132	New	+$28.6K	﹤0.01%	263
2025 Q4	–	Sell	-1,513	Closed	-$312K	–	117
2025 Q3	$312K	Sell	1,513 -615	-29%	-$124K	0.02%	70
2025 Q2	$416K	Sell	2,128 -954	-31%	-$178K	0.03%	57
2025 Q1	$587K	Buy	+3,082	New	+$596K	0.04%	48
2022 Q1	–	Sell	-349	Closed	-$55K	–	200
2021 Q4	$55K	Hold	349	–	–	0.01%	455
2021 Q3	$51K	Hold	349	–	–	0.01%	475
2021 Q2	$52K	Hold	349	–	–	0.01%	424
2021 Q1	$49K	Hold	349	–	–	0.01%	510
2020 Q4	$45K	Buy	+349	New	+$42.2K	0.01%	555

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

True Link Financial Advisors's IVE Position: Q2 2026 in Review

True Link Financial Advisors sold out of iShares S&P 500 Value ETF (IVE) in Q2 2026, closing a stake of 132 shares — an estimated $27.9K sold.

True Link Financial Advisors first reported a position in IVE in Q4 2020 and held it in 9 quarters. The position peaked at $587K in Q1 2025. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

True Link Financial Advisors reported no remaining iShares S&P 500 Value ETF position as of Q2 2026 after selling out during the quarter.
True Link Financial Advisors sold 132 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $27.9K.
True Link Financial Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2020 and held it in 9 quarters.
True Link Financial Advisors's iShares S&P 500 Value ETF position peaked at $587K in Q1 2025.
1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.