ASL Financial’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
PAS
ASL Financial's IVE Position: Q2 2026 in Review
ASL Financial increased its iShares S&P 500 Value ETF (IVE) stake by 6.9% in Q2 2026, buying an estimated $66.3K and bringing the position to 4,586 shares worth $1.04M. The position accounts for 0.73% of the portfolio, ranked #26.
ASL Financial first reported a position in IVE in Q4 2025 and has held it in 3 quarters since. 1,215 funds tracked by Wall St. Rank hold IVE as of Q2 2026.
- ASL Financial held 4,586 shares of iShares S&P 500 Value ETF worth $1.04M as of Q2 2026.
- ASL Financial bought 297 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $66.3K.
- iShares S&P 500 Value ETF made up 0.73% of ASL Financial's portfolio in Q2 2026, its #26 holding.
- ASL Financial first reported a position in iShares S&P 500 Value ETF in Q4 2025 and has held it in 3 quarters since.
- 1,215 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.
Based on ASL Financial's 13F filing for Q2 2026, filed 21 Jul 2026.