William Mack & Associates’s iShares S&P 500 Value ETF IVE Stock Holding History

William Mack & Associates’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	$53K	Buy	+232	New	+$54.2K	0.02%	235

Other funds holding IVE

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

William Mack & Associates's IVE Position: Q3 2026 in Review

William Mack & Associates opened a new position in iShares S&P 500 Value ETF (IVE) in Q3 2026: 232 shares worth $53K. The stake represents 0.02% of the portfolio and ranks #235 among its holdings.

1,578 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

William Mack & Associates held 232 shares of iShares S&P 500 Value ETF worth $53K as of Q3 2026.
iShares S&P 500 Value ETF was a new William Mack & Associates position in Q3 2026.
iShares S&P 500 Value ETF made up 0.02% of William Mack & Associates's portfolio in Q3 2026, its #235 holding.
1,578 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on William Mack & Associates's 13F filing for Q3 2026, filed 27 Oct 2026.