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WoodTrust Financial’s iShares S&P 500 Value ETF IVE Stock Holding History

WoodTrust Financial’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 		$260K Sell
1,140
-63
-5% -$14.7K 0.03% 160
2026
Q2 		$273K Hold
1,203
– – 0.03% 159
2026
Q1 		$254K Hold
1,203
– – 0.03% 157
2025
Q4 		$255K Hold
1,203
– – 0.03% 164
2025
Q3 		$248K Buy
+1,203
New +$242K 0.03% 169

Other funds holding IVE

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
SA
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

WoodTrust Financial's IVE Position: Q3 2026 in Review

WoodTrust Financial reduced its iShares S&P 500 Value ETF (IVE) stake by 5.2% in Q3 2026, selling an estimated $14.7K and leaving 1,140 shares worth $260K. The position accounts for 0.03% of the portfolio, ranked #160.

WoodTrust Financial first reported a position in IVE in Q3 2025 and has held it in 5 quarters since. The position peaked at $273K in Q2 2026. 95 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

  • WoodTrust Financial held 1,140 shares of iShares S&P 500 Value ETF worth $260K as of Q3 2026.
  • WoodTrust Financial sold 63 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $14.7K.
  • iShares S&P 500 Value ETF made up 0.03% of WoodTrust Financial's portfolio in Q3 2026, its #160 holding.
  • WoodTrust Financial first reported a position in iShares S&P 500 Value ETF in Q3 2025 and has held it in 5 quarters since.
  • WoodTrust Financial's iShares S&P 500 Value ETF position peaked at $273K in Q2 2026.
  • 95 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on WoodTrust Financial's 13F filing for Q3 2026, filed 9 Oct 2026.