VisionPoint Advisory Group’s iShares S&P 500 Value ETF IVE Stock Holding History

VisionPoint Advisory Group’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	$6.33M	Buy	27,711 +11,629	+72%	+$2.72M	0.99%	18
2026 Q2	$3.65M	Buy	16,082 +13,224	+463%	+$2.95M	0.6%	39
2026 Q1	$603K	Buy	+2,858	New	+$619K	0.11%	204
2024 Q3	–	Sell	-49	Closed	-$8.92K	–	510
2024 Q2	$8.92K	Sell	49 -156	-76%	-$28.4K	﹤0.01%	505
2024 Q1	$38.3K	Hold	205	–	–	0.01%	299
2023 Q4	$35.6K	Buy	+205	New	+$32.9K	0.01%	293
2023 Q3	–	Sell	-945	Closed	-$152K	–	757
2023 Q2	$152K	Buy	+945	New	+$145K	0.06%	150

Other funds holding IVE

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

HFBOT

Home Federal Bank of Tennessee Knoxville, Tennessee $465M AUM 18.18% 1-Year Est. Return

EWA

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

VisionPoint Advisory Group's IVE Position: Q3 2026 in Review

VisionPoint Advisory Group increased its iShares S&P 500 Value ETF (IVE) stake by 72% in Q3 2026, buying an estimated $2.72M and bringing the position to 27,711 shares worth $6.33M. The position accounts for 0.99% of the portfolio, ranked #18.

VisionPoint Advisory Group first reported a position in IVE in Q2 2023 and has held it in 7 quarters since. 389 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

VisionPoint Advisory Group held 27,711 shares of iShares S&P 500 Value ETF worth $6.33M as of Q3 2026.
VisionPoint Advisory Group bought 11,629 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $2.72M.
iShares S&P 500 Value ETF made up 0.99% of VisionPoint Advisory Group's portfolio in Q3 2026, its #18 holding.
VisionPoint Advisory Group first reported a position in iShares S&P 500 Value ETF in Q2 2023 and has held it in 7 quarters since.
389 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.