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

YHB 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
Q2 		$8.18M Buy
36,017
+138
+0.4% +$30.8K 0.52% 54
2026
Q1 		$7.58M Buy
35,879
+131
+0.4% +$28.4K 0.54% 55
2025
Q4 		$7.58M Buy
35,748
+164
+0.5% +$34.4K 0.52% 53
2025
Q3 		$7.35M Buy
35,584
+146
+0.4% +$29.3K 0.54% 50
2025
Q2 		$6.93M Buy
35,438
+147
+0.4% +$27.4K 0.53% 51
2025
Q1 		$6.73M Buy
35,291
+135
+0.4% +$26.1K 0.56% 49
2024
Q4 		$6.71M Buy
35,156
+190
+0.5% +$37.7K 0.55% 45
2024
Q3 		$6.89M Buy
34,966
+197
+0.6% +$37.4K 0.57% 44
2024
Q2 		$6.33M Buy
34,769
+159
+0.5% +$29K 0.54% 45
2024
Q1 		$6.47M Sell
34,610
-1,286
-4% -$229K 0.57% 46
2023
Q4 		$6.24M Sell
35,896
-4,064
-10% -$653K 0.6% 42
2023
Q3 		$6.15M Hold
39,960
– – 0.57% 47
2023
Q2 		$6.44M Buy
39,960
+136
+0.3% +$20.9K 0.6% 45
2023
Q1 		$6.04M Buy
39,824
+1,003
+3% +$152K 0.61% 47
2022
Q4 		$5.63M Buy
38,821
+5,818
+18% +$831K 0.6% 49
2022
Q3 		$4.24M Buy
33,003
+4,148
+14% +$588K 0.47% 59
2022
Q2 		$3.97M Buy
+28,855
New +$4.26M 0.42% 69

Other funds holding IVE

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CC
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

YHB Investment Advisors's IVE Position: Q2 2026 in Review

YHB Investment Advisors increased its iShares S&P 500 Value ETF (IVE) stake by 0.38% in Q2 2026, buying an estimated $30.8K and bringing the position to 36,017 shares worth $8.18M. The position accounts for 0.52% of the portfolio, ranked #54.

YHB Investment Advisors first reported a position in IVE in Q2 2022 and has held it in 17 quarters since. 713 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • YHB Investment Advisors held 36,017 shares of iShares S&P 500 Value ETF worth $8.18M as of Q2 2026.
  • YHB Investment Advisors bought 138 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $30.8K.
  • iShares S&P 500 Value ETF made up 0.52% of YHB Investment Advisors's portfolio in Q2 2026, its #54 holding.
  • YHB Investment Advisors first reported a position in iShares S&P 500 Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 713 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.