Acropolis Investment Management’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
Q2 | $11.8M | Sell |
52,178
-1,707
| -3% | -$381K | 0.47% | 31 |
|
|
2026
Q1 | $11.4M | Buy |
53,885
+1,026
| +2% | +$222K | 0.5% | 31 |
|
|
2025
Q4 | $11.2M | Buy |
52,859
+40
| +0.1% | +$8.38K | 0.5% | 31 |
|
|
2025
Q3 | $10.3M | Buy |
52,819
+792
| +2% | +$159K | 0.52% | 28 |
|
|
2025
Q2 | $10.2M | Sell |
52,027
-382
| -0.7% | -$71.2K | 0.56% | 25 |
|
|
2025
Q1 | $9.99M | Buy |
52,409
+827
| +2% | +$160K | 0.59% | 23 |
|
|
2024
Q4 | $9.85M | Sell |
51,582
-1,181
| -2% | -$234K | 0.58% | 24 |
|
|
2024
Q3 | $10.4M | Sell |
52,763
-1,087
| -2% | -$206K | 0.62% | 23 |
|
|
2024
Q2 | $9.8M | Buy |
53,850
+386
| +0.7% | +$70.3K | 0.62% | 24 |
|
|
2024
Q1 | $9.99M | Sell |
53,464
-805
| -1% | -$143K | 0.65% | 24 |
|
|
2023
Q4 | $9.44M | Sell |
54,269
-1,966
| -3% | -$316K | 0.66% | 24 |
|
|
2023
Q3 | $8.65M | Sell |
56,235
-1,425
| -2% | -$230K | 0.67% | 23 |
|
|
2023
Q2 | $9.29M | Sell |
57,660
-1,373
| -2% | -$211K | 0.73% | 24 |
|
|
2023
Q1 | $8.96M | Sell |
59,033
-963
| -2% | -$146K | 0.74% | 23 |
|
|
2022
Q4 | $8.7M | Sell |
59,996
-1,376
| -2% | -$196K | 0.78% | 19 |
|
|
2022
Q3 | $7.89M | Buy |
61,372
+1,908
| +3% | +$270K | 0.8% | 20 |
|
|
2022
Q2 | $8.17M | Buy |
59,464
+1,094
| +2% | +$161K | 0.8% | 20 |
|
|
2022
Q1 | $9.09M | Sell |
58,370
-69
| -0.1% | -$10.6K | 0.83% | 19 |
|
|
2021
Q4 | $9.15M | Sell |
58,439
-561
| -1% | -$85.3K | 0.82% | 16 |
|
|
2021
Q3 | $6.67M | Buy |
59,000
+283
| +0.5% | +$42.2K | 0.8% | 16 |
|
|
2021
Q2 | $8.67M | Sell |
58,717
-512
| -0.9% | -$75.4K | 0.84% | 16 |
|
|
2021
Q1 | $8.37M | Sell |
59,229
-3,136
| -5% | -$422K | 0.85% | 16 |
|
|
2020
Q4 | $7.98M | Buy |
62,365
+944
| +2% | +$114K | 0.88% | 16 |
|
|
2020
Q3 | $6.91M | Sell |
61,421
-504
| -0.8% | -$57.1K | 0.86% | 18 |
|
|
2020
Q2 | $6.7M | Buy |
61,925
+719
| +1% | +$76.3K | 0.88% | 19 |
|
|
2020
Q1 | $5.89M | Sell |
61,206
-443
| -0.7% | -$52.7K | 0.92% | 15 |
|
|
2019
Q4 | $8M | Sell |
61,649
-490
| -0.8% | -$61K | 1.11% | 12 |
|
|
2019
Q3 | $7.4M | Buy |
62,139
+118
| +0.2% | +$13.8K | 1.07% | 12 |
|
|
2019
Q2 | $7.23M | Sell |
62,021
-957
| -2% | -$110K | 1.1% | 12 |
|
|
2019
Q1 | $7.1M | Sell |
62,978
-1,104
| -2% | -$121K | 1.12% | 12 |
|
|
2018
Q4 | $6.48M | Sell |
64,082
-336
| -0.5% | -$36.8K | 1.13% | 13 |
|
|
2018
Q3 | $7.46M | Sell |
64,418
-989
| -2% | -$114K | 1.2% | 11 |
|
|
2018
Q2 | $7.2M | Sell |
65,407
-150
| -0.2% | -$16.6K | 1.18% | 12 |
|
|
2018
Q1 | $7.17M | Sell |
65,557
-889
| -1% | -$102K | 1.17% | 12 |
|
|
2017
Q4 | $7.59M | Sell |
66,446
-414
| -0.6% | -$45.9K | 1.16% | 12 |
|
|
2017
Q3 | $7.21M | Sell |
66,860
-900
| -1% | -$95.3K | 1.18% | 12 |
|
|
2017
Q2 | $7.11M | Sell |
67,760
-135
| -0.2% | -$14.1K | 1.2% | 13 |
|
|
2017
Q1 | $7.06M | Sell |
67,895
-987
| -1% | -$103K | 1.24% | 13 |
|
|
2016
Q4 | $6.98M | Sell |
68,882
-610
| -0.9% | -$59.5K | 1.29% | 14 |
|
|
2016
Q3 | $6.6M | Sell |
69,492
-1,713
| -2% | -$163K | 1.22% | 14 |
|
|
2016
Q2 | $6.62M | Sell |
71,205
-1,358
| -2% | -$124K | 1.25% | 14 |
|
|
2016
Q1 | $6.53M | Sell |
72,563
-1,810
| -2% | -$154K | 1.25% | 16 |
|
|
2015
Q4 | $6.58M | Sell |
74,373
-871
| -1% | -$77.9K | 1.31% | 15 |
|
|
2015
Q3 | $6.32M | Sell |
75,244
-878
| -1% | -$78.5K | 1.3% | 15 |
|
|
2015
Q2 | $7.02M | Sell |
76,122
-62
| -0.1% | -$5.85K | 1.37% | 15 |
|
|
2015
Q1 | $7.05M | Buy |
76,184
+5,395
| +8% | +$501K | 1.32% | 15 |
|
|
2014
Q4 | $6.64M | Sell |
70,789
-2,870
| -4% | -$263K | 1.29% | 15 |
|
|
2014
Q3 | $6.63M | Sell |
73,659
-2,952
| -4% | -$268K | 1.32% | 15 |
|
|
2014
Q2 | $6.92M | Sell |
76,611
-6,960
| -8% | -$615K | 1.4% | 15 |
|
|
2014
Q1 | $7.26M | Sell |
83,571
-1,909
| -2% | -$161K | 1.49% | 16 |
|
|
2013
Q4 | $7.3M | Sell |
85,480
-12,220
| -13% | -$1.01M | 1.58% | 16 |
|
|
2013
Q3 | $7.65M | Sell |
97,700
-8,675
| -8% | -$685K | 1.6% | 16 |
|
|
2013
Q2 | $8.06M | Buy |
+106,375
| New | +$8.07M | 1.75% | 16 |
|
Other funds holding IVE
Acropolis Investment Management's IVE Position: Q2 2026 in Review
Acropolis Investment Management reduced its iShares S&P 500 Value ETF (IVE) stake by 3.2% in Q2 2026, selling an estimated $381K and leaving 52,178 shares worth $11.8M. The position accounts for 0.47% of the portfolio, ranked #31.
Acropolis Investment Management first reported a position in IVE in Q2 2013 and has held it in 53 quarters since. 1,764 funds tracked by Wall St. Rank hold IVE as of Q2 2026.
- Acropolis Investment Management held 52,178 shares of iShares S&P 500 Value ETF worth $11.8M as of Q2 2026.
- Acropolis Investment Management sold 1,707 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $381K.
- iShares S&P 500 Value ETF made up 0.47% of Acropolis Investment Management's portfolio in Q2 2026, its #31 holding.
- Acropolis Investment Management first reported a position in iShares S&P 500 Value ETF in Q2 2013 and has held it in 53 quarters since.
- 1,764 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.
Based on Acropolis Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.