Whitcomb & Hess
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Whitcomb & Hess’s iShares S&P 500 Value ETF IVE Stock Holding History

Whitcomb & Hess’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 		$1.69M Buy
7,381
+193
+3% +$45.1K 0.36% 27
2026
Q2 		$1.63M Buy
7,188
+114
+2% +$25.5K 0.35% 28
2026
Q1 		$1.49M Buy
7,074
+709
+11% +$154K 0.35% 28
2025
Q4 		$1.38M Buy
6,365
+86
+1% +$18K 0.33% 28
2025
Q3 		$1.3M Buy
6,279
+42
+0.7% +$8.44K 0.33% 28
2025
Q2 		$1.22M Buy
6,237
+16
+0.3% +$2.98K 0.34% 28
2025
Q1 		$1.19M Sell
6,221
-175
-3% -$33.9K 0.36% 28
2024
Q4 		$1.22M Buy
6,396
+373
+6% +$74K 0.38% 27
2024
Q3 		$1.19M Buy
6,023
+58
+1% +$11K 0.35% 26
2024
Q2 		$1.09M Buy
5,965
+3
+0.1% +$546 0.34% 26
2024
Q1 		$1.11M Sell
5,962
-643
-10% -$114K 0.36% 25
2023
Q4 		$1.15M Buy
6,605
+402
+6% +$64.6K 0.39% 24
2023
Q3 		$954K Sell
6,203
-341
-5% -$55.1K 0.36% 25
2023
Q2 		$1.05M Buy
6,544
+39
+0.6% +$6K 0.39% 23
2023
Q1 		$987K Sell
6,505
-1,020
-14% -$154K 0.37% 24
2022
Q4 		$1.09M Buy
7,525
+113
+2% +$16.1K 0.44% 23
2022
Q3 		$953K Buy
7,412
+2,171
+41% +$308K 0.43% 20
2022
Q2 		$720K Buy
5,241
+2,030
+63% +$300K 0.31% 20
2022
Q1 		$500K Buy
3,211
+48
+2% +$7.39K 0.2% 22
2021
Q4 		$490K Sell
3,163
-29
-0.9% -$4.41K 0.19% 24
2021
Q3 		$464K Sell
3,192
-33
-1% -$4.92K 0.2% 23
2021
Q2 		$476K Buy
+3,225
New +$475K 0.21% 22

Other funds holding IVE

Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Calamos Wealth Management
Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.96% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Whitcomb & Hess's IVE Position: Q3 2026 in Review

Whitcomb & Hess increased its iShares S&P 500 Value ETF (IVE) stake by 2.7% in Q3 2026, buying an estimated $45.1K and bringing the position to 7,381 shares worth $1.69M. The position accounts for 0.36% of the portfolio, ranked #27.

Whitcomb & Hess first reported a position in IVE in Q2 2021 and has held it in 22 quarters since. 1,035 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

  • Whitcomb & Hess held 7,381 shares of iShares S&P 500 Value ETF worth $1.69M as of Q3 2026.
  • Whitcomb & Hess bought 193 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $45.1K.
  • iShares S&P 500 Value ETF made up 0.36% of Whitcomb & Hess's portfolio in Q3 2026, its #27 holding.
  • Whitcomb & Hess first reported a position in iShares S&P 500 Value ETF in Q2 2021 and has held it in 22 quarters since.
  • 1,035 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Whitcomb & Hess's 13F filing for Q3 2026, filed 7 Oct 2026.