Bearing Point Capital’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
Bearing Point Capital's IVE Position: Q1 2026 in Review
Bearing Point Capital held its iShares S&P 500 Value ETF (IVE) position steady in Q1 2026 at 5,197 shares worth $1.1M. The position accounts for 0.17% of the portfolio, ranked #92.
Bearing Point Capital first reported a position in IVE in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.1M in Q4 2025. 1,705 funds tracked by Wall St. Rank hold IVE as of Q1 2026.
- Bearing Point Capital held 5,197 shares of iShares S&P 500 Value ETF worth $1.1M as of Q1 2026.
- Bearing Point Capital left its iShares S&P 500 Value ETF share count unchanged in Q1 2026.
- iShares S&P 500 Value ETF made up 0.17% of Bearing Point Capital's portfolio in Q1 2026, its #92 holding.
- Bearing Point Capital first reported a position in iShares S&P 500 Value ETF in Q2 2025 and has held it in 4 quarters since.
- Bearing Point Capital's iShares S&P 500 Value ETF position peaked at $1.1M in Q4 2025.
- 1,705 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.
Based on Bearing Point Capital's 13F filing for Q1 2026, filed 7 May 2026.