1834 Investment Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $28.5M | Sell |
135,177
-3,219
| -2% | -$697K | 3.56% | 4 |
|
|
2025
Q4 | $29.3M | Sell |
138,396
-10,200
| -7% | -$2.14M | 3.68% | 4 |
|
|
2025
Q3 | $30.7M | Sell |
148,596
-15,021
| -9% | -$3.02M | 3.77% | 4 |
|
|
2025
Q2 | $32M | Sell |
163,617
-8,716
| -5% | -$1.62M | 4.05% | 3 |
|
|
2025
Q1 | $32.8M | Sell |
172,333
-7,869
| -4% | -$1.52M | 4.23% | 3 |
|
|
2024
Q4 | $34.4M | Sell |
180,202
-12,182
| -6% | -$2.42M | 4.35% | 3 |
|
|
2024
Q3 | $37.9M | Sell |
192,384
-11,513
| -6% | -$2.19M | 4.42% | 3 |
|
|
2024
Q2 | $37.1M | Sell |
203,897
-5,046
| -2% | -$919K | 4.47% | 3 |
|
|
2024
Q1 | $39M | Sell |
208,943
-16,596
| -7% | -$2.95M | 4.64% | 3 |
|
|
2023
Q4 | $39.2M | Sell |
225,539
-5,291
| -2% | -$850K | 4.68% | 3 |
|
|
2023
Q3 | $35.5M | Sell |
230,830
-9,668
| -4% | -$1.56M | 4.42% | 3 |
|
|
2023
Q2 | $38.8M | Sell |
240,498
-7,041
| -3% | -$1.08M | 4.62% | 2 |
|
|
2023
Q1 | $37.6M | Sell |
247,539
-3,069
| -1% | -$464K | 4.5% | 1 |
|
|
2022
Q4 | $36.4M | Buy |
250,608
+1,018
| +0.4% | +$145K | 5.19% | 1 |
|
|
2022
Q3 | $32.1M | Sell |
249,590
-3,867
| -2% | -$548K | 4.8% | 2 |
|
|
2022
Q2 | $34.8M | Buy |
253,457
+4,366
| +2% | +$644K | 4.91% | 2 |
|
|
2022
Q1 | $38.8M | Buy |
249,091
+1,312
| +0.5% | +$202K | 4.75% | 2 |
|
|
2021
Q4 | $38.8M | Buy |
247,779
+2,582
| +1% | +$393K | 4.39% | 2 |
|
|
2021
Q3 | $35.7M | Buy |
245,197
+7,171
| +3% | +$1.07M | 4.35% | 2 |
|
|
2021
Q2 | $35.1M | Buy |
238,026
+864
| +0.4% | +$127K | 4.25% | 2 |
|
|
2021
Q1 | $33.5M | Sell |
237,162
-14,734
| -6% | -$1.98M | 4.33% | 2 |
|
|
2020
Q4 | $32.2M | Buy |
251,896
+7,440
| +3% | +$900K | 4.3% | 2 |
|
|
2020
Q3 | $27.5M | Buy |
244,456
+3,530
| +1% | +$400K | 4.01% | 2 |
|
|
2020
Q2 | $26.1M | Buy |
240,926
+21,293
| +10% | +$2.26M | 4.13% | 2 |
|
|
2020
Q1 | $21.1M | Sell |
219,633
-1,845
| -0.8% | -$220K | 4.02% | 3 |
|
|
2019
Q4 | $28.8M | Sell |
221,478
-17,214
| -7% | -$2.14M | 4.42% | 2 |
|
|
2019
Q3 | $28.4M | Sell |
238,692
-1,388
| -0.6% | -$163K | 4.13% | 2 |
|
|
2019
Q2 | $28M | Sell |
240,080
-7,610
| -3% | -$872K | 4.22% | 2 |
|
|
2019
Q1 | $27.9M | Sell |
247,690
-4,683
| -2% | -$514K | 4.25% | 2 |
|
|
2018
Q4 | $25.5M | Buy |
252,373
+4,294
| +2% | +$470K | 4.27% | 2 |
|
|
2018
Q3 | $28.7M | Buy |
248,079
+4,354
| +2% | +$500K | 4.2% | 2 |
|
|
2018
Q2 | $26.8M | Buy |
243,725
+12,996
| +6% | +$1.44M | 4.2% | 2 |
|
|
2018
Q1 | $25.2M | Buy |
230,729
+11,693
| +5% | +$1.34M | 4.31% | 2 |
|
|
2017
Q4 | $25M | Buy |
219,036
+3,533
| +2% | +$391K | 3.94% | 2 |
|
|
2017
Q3 | $23.3M | Buy |
215,503
+12,001
| +6% | +$1.27M | 4.34% | 2 |
|
|
2017
Q2 | $21.4M | Sell |
203,502
-214
| -0.1% | -$22.3K | 4.03% | 2 |
|
|
2017
Q1 | $21.2M | Buy |
203,716
+784
| +0.4% | +$81.5K | 4.07% | 2 |
|
|
2016
Q4 | $20.6M | Buy |
202,932
+5,198
| +3% | +$507K | 4.15% | 2 |
|
|
2016
Q3 | $18.8M | Buy |
197,734
+319
| +0.2% | +$30.4K | 4.08% | 2 |
|
|
2016
Q2 | $18.3M | Sell |
197,415
-4,937
| -2% | -$452K | 3.98% | 2 |
|
|
2016
Q1 | $18.2M | Buy |
202,352
+8,185
| +4% | +$698K | 4.16% | 2 |
|
|
2015
Q4 | $17.2M | Buy |
194,167
+14,473
| +8% | +$1.29M | 4.04% | 2 |
|
|
2015
Q3 | $15.1M | Buy |
179,694
+1,723
| +1% | +$154K | 3.75% | 2 |
|
|
2015
Q2 | $16.4M | Sell |
177,971
-2,409
| -1% | -$227K | 4.48% | 2 |
|
|
2015
Q1 | $16.7M | Buy |
180,380
+4,641
| +3% | +$431K | 4.53% | 2 |
|
|
2014
Q4 | $16.5M | Buy |
175,739
+4,484
| +3% | +$411K | 4.56% | 2 |
|
|
2014
Q3 | $15.4M | Buy |
171,255
+6,175
| +4% | +$561K | 4.25% | 2 |
|
|
2014
Q2 | $14.9M | Buy |
165,080
+4,397
| +3% | +$388K | 4.03% | 2 |
|
|
2014
Q1 | $14M | Buy |
160,683
+4,117
| +3% | +$348K | 4.09% | 2 |
|
|
2013
Q4 | $13.4M | Sell |
156,566
-239
| -0.2% | -$19.7K | 3.93% | 2 |
|
|
2013
Q3 | $12.3M | Buy |
156,805
+994
| +0.6% | +$78.5K | 4.03% | 2 |
|
|
2013
Q2 | $11.8M | Buy |
+155,811
| New | +$11.8M | 4.05% | 2 |
|
Other funds holding IVE
1834 Investment Advisors's IVE Position: Q1 2026 in Review
1834 Investment Advisors reduced its iShares S&P 500 Value ETF (IVE) stake by 2.3% in Q1 2026, selling an estimated $697K and leaving 135,177 shares worth $28.5M. The position accounts for 3.56% of the portfolio, ranked #4.
1834 Investment Advisors first reported a position in IVE in Q2 2013 and has held it in 52 quarters since. The position peaked at $39.2M in Q4 2023. 1,705 funds tracked by Wall St. Rank hold IVE as of Q1 2026.
- 1834 Investment Advisors held 135,177 shares of iShares S&P 500 Value ETF worth $28.5M as of Q1 2026.
- 1834 Investment Advisors sold 3,219 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $697K.
- iShares S&P 500 Value ETF made up 3.56% of 1834 Investment Advisors's portfolio in Q1 2026, its #4 holding.
- 1834 Investment Advisors first reported a position in iShares S&P 500 Value ETF in Q2 2013 and has held it in 52 quarters since.
- 1834 Investment Advisors's iShares S&P 500 Value ETF position peaked at $39.2M in Q4 2023.
- 1,705 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.
Based on 1834 Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.