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: Q2 2026 in Review
Bearing Point Capital increased its iShares S&P 500 Value ETF (IVE) stake by 22% in Q2 2026, buying an estimated $256K and bringing the position to 6,343 shares worth $1.44M. The position accounts for 0.19% of the portfolio, ranked #89.
Bearing Point Capital first reported a position in IVE in Q2 2025 and has held it in 5 quarters since. 1,766 funds tracked by Wall St. Rank hold IVE as of Q2 2026.
- Bearing Point Capital held 6,343 shares of iShares S&P 500 Value ETF worth $1.44M as of Q2 2026.
- Bearing Point Capital bought 1,146 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $256K.
- iShares S&P 500 Value ETF made up 0.19% of Bearing Point Capital's portfolio in Q2 2026, its #89 holding.
- Bearing Point Capital first reported a position in iShares S&P 500 Value ETF in Q2 2025 and has held it in 5 quarters since.
- 1,766 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.
Based on Bearing Point Capital's 13F filing for Q2 2026, filed 11 Aug 2026.