Armis Advisers’s iShares S&P 500 Value ETF IVE Stock Holding History

Armis Advisers’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	$995K	Sell	4,309 -45	-1%	-$10.1K	0.09%	167
2026 Q1	$978K	Sell	4,354 -920	-17%	-$199K	0.09%	157
2025 Q4	$1.1M	Sell	5,274 -1,897	-26%	-$398K	0.12%	131
2025 Q3	$1.49M	Sell	7,171 -1,024	-12%	-$206K	0.14%	106
2025 Q2	$1.61M	Buy	8,195 +2,808	+52%	+$523K	0.13%	132
2025 Q1	$1.03M	Sell	5,387 -1,324	-20%	-$256K	0.1%	165
2024 Q4	$1.28M	Buy	+6,711	New	+$1.33M	0.16%	105

Other funds holding IVE

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

HFBOT

Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Armis Advisers's IVE Position: Q2 2026 in Review

Armis Advisers reduced its iShares S&P 500 Value ETF (IVE) stake by 1% in Q2 2026, selling an estimated $10.1K and leaving 4,309 shares worth $995K. The position accounts for 0.09% of the portfolio, ranked #167.

Armis Advisers first reported a position in IVE in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.61M in Q2 2025. 384 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Armis Advisers held 4,309 shares of iShares S&P 500 Value ETF worth $995K as of Q2 2026.
Armis Advisers sold 45 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $10.1K.
iShares S&P 500 Value ETF made up 0.09% of Armis Advisers's portfolio in Q2 2026, its #167 holding.
Armis Advisers first reported a position in iShares S&P 500 Value ETF in Q4 2024 and has held it in 7 quarters since.
Armis Advisers's iShares S&P 500 Value ETF position peaked at $1.61M in Q2 2025.
384 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Armis Advisers's 13F filing for Q2 2026, filed 7 Jul 2026.