Analyst IMS Investment Management Services’s iShares S&P 500 Value ETF IVE Stock Holding History

Analyst IMS Investment Management Services’s Portfolio IVE Stock Details IVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$475K	Hold	2,091	–	–	0.01%	123
2026 Q1	$442K	Hold	2,091	–	–	0.01%	117
2025 Q4	$443K	Buy	+2,091	New	+$438K	0.01%	107
2018 Q4	–	Sell	-430	Closed	-$50K	–	134
2018 Q3	$50K	Buy	+430	New	+$49.4K	0.01%	132

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Analyst IMS Investment Management Services's IVE Position: Q2 2026 in Review

Analyst IMS Investment Management Services held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 2,091 shares worth $475K. The position accounts for 0.01% of the portfolio, ranked #123.

Analyst IMS Investment Management Services first reported a position in IVE in Q3 2018 and has held it in 4 quarters since. 1,766 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Analyst IMS Investment Management Services held 2,091 shares of iShares S&P 500 Value ETF worth $475K as of Q2 2026.
Analyst IMS Investment Management Services left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
iShares S&P 500 Value ETF made up 0.01% of Analyst IMS Investment Management Services's portfolio in Q2 2026, its #123 holding.
Analyst IMS Investment Management Services first reported a position in iShares S&P 500 Value ETF in Q3 2018 and has held it in 4 quarters since.
1,766 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Analyst IMS Investment Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.