Addison Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
Addison Advisors's IVE Position: Q1 2026 in Review
Addison Advisors increased its iShares S&P 500 Value ETF (IVE) stake by 33% in Q1 2026, buying an estimated $13.2K and bringing the position to 247 shares worth $52.2K. The position accounts for 0.01% of the portfolio, ranked #418.
Addison Advisors first reported a position in IVE in Q4 2021 and has held it in 18 quarters since. The position peaked at $64K in Q1 2022. 1,705 funds tracked by Wall St. Rank hold IVE as of Q1 2026.
- Addison Advisors held 247 shares of iShares S&P 500 Value ETF worth $52.2K as of Q1 2026.
- Addison Advisors bought 61 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $13.2K.
- iShares S&P 500 Value ETF made up 0.01% of Addison Advisors's portfolio in Q1 2026, its #418 holding.
- Addison Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2021 and has held it in 18 quarters since.
- Addison Advisors's iShares S&P 500 Value ETF position peaked at $64K in Q1 2022.
- 1,705 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.
Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.