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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
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

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
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 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
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

Unify Financial Advisors reduced its iShares S&P 500 Value ETF (IVE) stake by 25% in Q2 2026, selling an estimated $676K and leaving 9,012 shares worth $2.05M. The position accounts for 1.89% of the portfolio, ranked #12.

Unify Financial Advisors first reported a position in IVE in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.54M in Q1 2026. 508 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Unify Financial Advisors held 9,012 shares of iShares S&P 500 Value ETF worth $2.05M as of Q2 2026.
  • Unify Financial Advisors sold 3,026 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $676K.
  • iShares S&P 500 Value ETF made up 1.89% of Unify Financial Advisors's portfolio in Q2 2026, its #12 holding.
  • Unify Financial Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Unify Financial Advisors's iShares S&P 500 Value ETF position peaked at $2.54M in Q1 2026.
  • 508 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Unify Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.