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 Q3	$4.2M	Sell	18,388 -997	-5%	-$233K	2.74%	11
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%	-$100K	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

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Home Federal Bank of Tennessee Knoxville, Tennessee $465M AUM 18.18% 1-Year Est. Return

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Amarillo National Bank Amarillo, Texas $620M AUM 12.97% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Anson Capital's IVE Position: Q3 2026 in Review

Anson Capital reduced its iShares S&P 500 Value ETF (IVE) stake by 5.1% in Q3 2026, selling an estimated $233K and leaving 18,388 shares worth $4.2M. The position accounts for 2.74% of the portfolio, ranked #11.

Anson Capital first reported a position in IVE in Q4 2021 and has held it in 16 quarters since. The position peaked at $6.41M in Q1 2022. 608 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

Anson Capital held 18,388 shares of iShares S&P 500 Value ETF worth $4.2M as of Q3 2026.
Anson Capital sold 997 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $233K.
iShares S&P 500 Value ETF made up 2.74% of Anson Capital's portfolio in Q3 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 16 quarters since.
Anson Capital's iShares S&P 500 Value ETF position peaked at $6.41M in Q1 2022.
608 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Anson Capital's 13F filing for Q3 2026, filed 23 Oct 2026.