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

Unify 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
Q3 		$2.2M Buy
9,649
+637
+7% +$149K 2.02% 10
2026
Q2 		$2.05M Sell
9,012
-3,026
-25% -$676K 1.89% 12
2026
Q1 		$2.54M Buy
12,038
+2,747
+30% +$595K 2.64% 7
2025
Q4 		$1.97M Buy
+9,291
New +$1.95M 2.05% 10

Other funds holding IVE

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return

Unify Financial Advisors's IVE Position: Q3 2026 in Review

Unify Financial Advisors increased its iShares S&P 500 Value ETF (IVE) stake by 7.1% in Q3 2026, buying an estimated $149K and bringing the position to 9,649 shares worth $2.2M. The position accounts for 2.02% of the portfolio, ranked #10.

Unify Financial Advisors first reported a position in IVE in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.54M in Q1 2026. 1,436 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

  • Unify Financial Advisors held 9,649 shares of iShares S&P 500 Value ETF worth $2.2M as of Q3 2026.
  • Unify Financial Advisors bought 637 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $149K.
  • iShares S&P 500 Value ETF made up 2.02% of Unify Financial Advisors's portfolio in Q3 2026, its #10 holding.
  • Unify Financial Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2025 and has held it in 4 quarters since.
  • Unify Financial Advisors's iShares S&P 500 Value ETF position peaked at $2.54M in Q1 2026.
  • 1,436 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Unify Financial Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.