Advocate Investing Services’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
Advocate Investing Services's IVE Position: Q2 2026 in Review
Advocate Investing Services increased its iShares S&P 500 Value ETF (IVE) stake by 147% in Q2 2026, buying an estimated $46.2K and bringing the position to 348 shares worth $79K. The position accounts for 0.06% of the portfolio, ranked #139.
Advocate Investing Services first reported a position in IVE in Q4 2025 and has held it in 3 quarters since. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.
- Advocate Investing Services held 348 shares of iShares S&P 500 Value ETF worth $79K as of Q2 2026.
- Advocate Investing Services bought 207 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $46.2K.
- iShares S&P 500 Value ETF made up 0.06% of Advocate Investing Services's portfolio in Q2 2026, its #139 holding.
- Advocate Investing Services first reported a position in iShares S&P 500 Value ETF in Q4 2025 and has held it in 3 quarters since.
- 1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.
Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.