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Yanni & Associates Investment Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Yanni & Associates Investment Advisors’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 		$5.69M Sell
24,922
-269
-1% -$62.8K 5.22% 6
2026
Q2 		$5.72M Sell
25,191
-398
-2% -$88.9K 5.28% 7
2026
Q1 		$5.4M Buy
25,589
+417
+2% +$90.3K 5.6% 5
2025
Q4 		$5.34M Buy
+25,172
New +$5.28M 5.34% 6

Other funds holding IVE

HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $465M AUM 18.18% 1-Year Est. Return
EWA
Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
WWG
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
FLA
Financial Life Advisors San Antonio, Texas $352M AUM 8.42% 1-Year Est. Return

Yanni & Associates Investment Advisors's IVE Position: Q3 2026 in Review

Yanni & Associates Investment Advisors reduced its iShares S&P 500 Value ETF (IVE) stake by 1.1% in Q3 2026, selling an estimated $62.8K and leaving 24,922 shares worth $5.69M. The position accounts for 5.22% of the portfolio, ranked #6.

Yanni & Associates Investment Advisors first reported a position in IVE in Q4 2025 and has held it in 4 quarters since. The position peaked at $5.72M in Q2 2026. 285 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

  • Yanni & Associates Investment Advisors held 24,922 shares of iShares S&P 500 Value ETF worth $5.69M as of Q3 2026.
  • Yanni & Associates Investment Advisors sold 269 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $62.8K.
  • iShares S&P 500 Value ETF made up 5.22% of Yanni & Associates Investment Advisors's portfolio in Q3 2026, its #6 holding.
  • Yanni & Associates Investment Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2025 and has held it in 4 quarters since.
  • Yanni & Associates Investment Advisors's iShares S&P 500 Value ETF position peaked at $5.72M in Q2 2026.
  • 285 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Yanni & Associates Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.