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

Winthrop 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 Q2	$582K	Buy	2,563 +1,507	+143%	+$337K	0.04%	116
2026 Q1	$223K	Buy	1,056 +1	+0.1%	+$217	0.02%	176
2025 Q4	$224K	Buy	1,055 +2	+0.2%	+$419	0.02%	173
2025 Q3	$217K	Buy	1,053 +1	+0.1%	+$201	0.02%	175
2025 Q2	$206K	Buy	1,052 +2	+0.2%	+$373	0.02%	176
2025 Q1	$200K	Sell	1,050 -604	-37%	-$117K	0.02%	151
2024 Q4	$316K	Buy	1,654 +50	+3%	+$9.92K	0.04%	114
2024 Q3	$316K	Buy	1,604 +5	+0.3%	+$950	0.04%	112
2024 Q2	$291K	Buy	1,599 +4	+0.3%	+$729	0.04%	114
2024 Q1	$298K	Buy	1,595 +3	+0.2%	+$533	0.04%	115
2023 Q4	$277K	Sell	1,592 -42	-3%	-$6.75K	0.04%	109
2023 Q3	$253K	Sell	1,634 -99	-6%	-$16K	0.04%	103
2023 Q2	$279K	Sell	1,733 -313	-15%	-$48.2K	0.04%	104
2023 Q1	$311K	Sell	2,046 -7	-0.3%	-$1.06K	0.05%	95
2022 Q4	$298K	Buy	+2,053	New	+$293K	0.06%	99

Other funds holding IVE

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

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

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Winthrop Advisory Group's IVE Position: Q2 2026 in Review

Winthrop Advisory Group increased its iShares S&P 500 Value ETF (IVE) stake by 143% in Q2 2026, buying an estimated $337K and bringing the position to 2,563 shares worth $582K. The position accounts for 0.04% of the portfolio, ranked #116.

Winthrop Advisory Group first reported a position in IVE in Q4 2022 and has held it in 15 quarters since. 334 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Winthrop Advisory Group held 2,563 shares of iShares S&P 500 Value ETF worth $582K as of Q2 2026.
Winthrop Advisory Group bought 1,507 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $337K.
iShares S&P 500 Value ETF made up 0.04% of Winthrop Advisory Group's portfolio in Q2 2026, its #116 holding.
Winthrop Advisory Group first reported a position in iShares S&P 500 Value ETF in Q4 2022 and has held it in 15 quarters since.
334 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.