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Anson Capital’s iShares S&P 500 Value ETF IVE Stock Holding History

Anson Capital’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 		$4.4M Buy
19,385
+38
+0.2% +$8.49K 2.86% 11
2026
Q1 		$4.09M Buy
19,347
+433
+2% +$93.8K 2.79% 10
2025
Q4 		$4.01M Sell
18,914
-1,197
-6% -$251K 2.92% 10
2025
Q3 		$4.15M Buy
20,111
+134
+0.7% +$26.9K 3.11% 11
2025
Q2 		$3.9M Buy
19,977
+50
+0.3% +$9.31K 3.14% 11
2025
Q1 		$3.79M Buy
19,927
+1,920
+11% +$372K 3.26% 9
2024
Q4 		$3.43M Sell
18,007
-502
-3% -$99.6K 2.99% 11
2024
Q3 		$3.64M Sell
18,509
-3,170
-15% -$602K 3.25% 11
2024
Q2 		$3.94M Buy
+21,679
New +$3.95M 3.89% 9
2023
Q2 		– Sell
-27,980
Closed -$4.25M – 70
2023
Q1 		$4.25M Sell
27,980
-10,267
-27% -$1.55M 6.88% 2
2022
Q4 		$5.55M Buy
38,247
+5,376
+16% +$767K 7.33% 2
2022
Q3 		$4.22M Sell
32,871
-6,023
-15% -$853K 5.68% 3
2022
Q2 		$5.35M Sell
38,894
-2,274
-6% -$336K 5.67% 5
2022
Q1 		$6.41M Sell
41,168
-1,794
-4% -$276K 6.06% 2
2021
Q4 		$6.25M Buy
+42,962
New +$6.53M 6.17% 3

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Anson Capital's IVE Position: Q2 2026 in Review

Anson Capital increased its iShares S&P 500 Value ETF (IVE) stake by 0.2% in Q2 2026, buying an estimated $8.49K and bringing the position to 19,385 shares worth $4.4M. The position accounts for 2.86% of the portfolio, ranked #11.

Anson Capital first reported a position in IVE in Q4 2021 and has held it in 15 quarters since. The position peaked at $6.41M in Q1 2022. 1,766 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Anson Capital held 19,385 shares of iShares S&P 500 Value ETF worth $4.4M as of Q2 2026.
  • Anson Capital bought 38 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $8.49K.
  • iShares S&P 500 Value ETF made up 2.86% of Anson Capital's portfolio in Q2 2026, its #11 holding.
  • Anson Capital first reported a position in iShares S&P 500 Value ETF in Q4 2021 and has held it in 15 quarters since.
  • Anson Capital's iShares S&P 500 Value ETF position peaked at $6.41M in Q1 2022.
  • 1,766 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Anson Capital's 13F filing for Q2 2026, filed 29 Jul 2026.