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B&D White Capital Company’s iShares S&P 500 Value ETF IVE Stock Holding History

B&D White Capital Company’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 		$2.65M Hold
11,691
– – 0.26% 52
2026
Q1 		$2.47M Sell
11,691
-329
-3% -$71.2K 0.31% 40
2025
Q4 		$2.55M Hold
12,020
– – 0.3% 44
2025
Q3 		$2.48M Buy
+12,020
New +$2.41M 0.32% 45

Other funds holding IVE

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return

B&D White Capital Company's IVE Position: Q2 2026 in Review

B&D White Capital Company held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 11,691 shares worth $2.65M. The position accounts for 0.26% of the portfolio, ranked #52.

B&D White Capital Company first reported a position in IVE in Q3 2025 and has held it in 4 quarters since. 909 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • B&D White Capital Company held 11,691 shares of iShares S&P 500 Value ETF worth $2.65M as of Q2 2026.
  • B&D White Capital Company left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Value ETF made up 0.26% of B&D White Capital Company's portfolio in Q2 2026, its #52 holding.
  • B&D White Capital Company first reported a position in iShares S&P 500 Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 909 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on B&D White Capital Company's 13F filing for Q2 2026, filed 31 Jul 2026.