Abound Financial’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
Abound Financial's IVE Position: Q2 2026 in Review
Abound Financial held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 202 shares worth $45.9K. The position accounts for 0.02% of the portfolio, ranked #131.
Abound Financial first reported a position in IVE in Q1 2025 and has held it in 4 quarters since. 1,767 funds tracked by Wall St. Rank hold IVE as of Q2 2026.
- Abound Financial held 202 shares of iShares S&P 500 Value ETF worth $45.9K as of Q2 2026.
- Abound Financial left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
- iShares S&P 500 Value ETF made up 0.02% of Abound Financial's portfolio in Q2 2026, its #131 holding.
- Abound Financial first reported a position in iShares S&P 500 Value ETF in Q1 2025 and has held it in 4 quarters since.
- 1,767 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.
Based on Abound Financial's 13F filing for Q2 2026, filed 14 Aug 2026.