Stonebridge Financial Group, LLC/CA’s iShares S&P 500 Value ETF IVE Stock Holding History

Stonebridge Financial Group, LLC/CA’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	$229K	Buy	+1,012	New	+$226K	0.03%	268

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Stonebridge Financial Group, LLC/CA's IVE Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in iShares S&P 500 Value ETF (IVE) in Q2 2026: 1,012 shares worth $229K. The stake represents 0.03% of the portfolio and ranks #268 among its holdings.

1,551 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Stonebridge Financial Group, LLC/CA held 1,012 shares of iShares S&P 500 Value ETF worth $229K as of Q2 2026.
iShares S&P 500 Value ETF was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
iShares S&P 500 Value ETF made up 0.03% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #268 holding.
1,551 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.