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

Valley Wealth Managers’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 		$13K Hold
57
– – ﹤0.01% 279
2026
Q2 		$12.9K Hold
57
– – ﹤0.01% 273
2026
Q1 		$12K Hold
57
– – ﹤0.01% 264
2025
Q4 		$12.1K Hold
57
– – ﹤0.01% 274
2025
Q3 		$11.8K Hold
57
– – ﹤0.01% 257
2025
Q2 		$11.1K Sell
57
-78
-58% -$14.5K ﹤0.01% 243
2025
Q1 		$25.7K Sell
135
-766
-85% -$148K ﹤0.01% 235
2024
Q4 		$172K Hold
901
– – 0.01% 179
2024
Q3 		$178K Sell
901
-217
-19% -$41.2K 0.01% 180
2024
Q2 		$203K Sell
1,118
-317
-22% -$57.7K 0.02% 188
2024
Q1 		$268K Buy
1,435
+409
+40% +$72.7K 0.02% 179
2023
Q4 		$178K Hold
1,026
– – 0.01% 184
2023
Q3 		$158K Hold
1,026
– – 0.01% 188
2023
Q2 		$165K Hold
1,026
– – 0.01% 168
2023
Q1 		$156K Hold
1,026
– – 0.01% 173
2022
Q4 		$149K Hold
1,026
– – 0.01% 178
2022
Q3 		$132K Sell
1,026
-215
-17% -$30.5K 0.01% 194
2022
Q2 		$171K Sell
1,241
-1,204
-49% -$178K 0.02% 198
2022
Q1 		$380K Hold
2,445
– – 0.03% 140
2021
Q4 		$383K Buy
2,445
+32
+1% +$4.87K 0.03% 143
2021
Q3 		$351K Sell
2,413
-21
-0.9% -$3.13K 0.03% 144
2021
Q2 		$360K Sell
2,434
-155
-6% -$22.8K 0.03% 147
2021
Q1 		$366K Buy
2,589
+696
+37% +$93.7K 0.03% 139
2020
Q4 		$242K Sell
1,893
-93
-5% -$11.2K 0.02% 149
2020
Q3 		$223K Buy
1,986
+16
+0.8% +$1.81K 0.02% 149
2020
Q2 		$213K Sell
1,970
-490
-20% -$52K 0.02% 158
2020
Q1 		$237K Buy
2,460
+23
+0.9% +$2.74K 0.03% 150
2019
Q4 		$317K Sell
2,437
-6
-0.2% -$747 0.03% 159
2019
Q3 		$291K Sell
2,443
-15
-0.6% -$1.76K 0.03% 166
2019
Q2 		$286K Hold
2,458
– – 0.03% 170
2019
Q1 		$277K Buy
+2,458
New +$270K 0.03% 184

Other funds holding IVE

JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Home Federal Bank of Tennessee
Home Federal Bank of Tennessee Knoxville, Tennessee $465M AUM 18.18% 1-Year Est. Return
Encompass Wealth Advisors
Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Probity Advisors
Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Amarillo National Bank
Amarillo National Bank Amarillo, Texas $620M AUM 12.97% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
West Wealth Group
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Valley Wealth Managers's IVE Position: Q3 2026 in Review

Valley Wealth Managers held its iShares S&P 500 Value ETF (IVE) position steady in Q3 2026 at 57 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #279.

Valley Wealth Managers first reported a position in IVE in Q1 2019 and has held it in 31 quarters since. The position peaked at $383K in Q4 2021. 609 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

  • Valley Wealth Managers held 57 shares of iShares S&P 500 Value ETF worth $13K as of Q3 2026.
  • Valley Wealth Managers left its iShares S&P 500 Value ETF share count unchanged in Q3 2026.
  • iShares S&P 500 Value ETF made up ﹤0.01% of Valley Wealth Managers's portfolio in Q3 2026, its #279 holding.
  • Valley Wealth Managers first reported a position in iShares S&P 500 Value ETF in Q1 2019 and has held it in 31 quarters since.
  • Valley Wealth Managers's iShares S&P 500 Value ETF position peaked at $383K in Q4 2021.
  • 609 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.