Berkshire Money Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Berkshire Money Management’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	$34.4M	Buy	151,371 +463	+0.3%	+$103K	3.14%	8
2026 Q1	$31.9M	Sell	150,908 -1,456	-1%	-$315K	3.26%	9
2025 Q4	$32.3M	Buy	152,364 +263	+0.2%	+$55.1K	3.08%	9
2025 Q3	$31.4M	Sell	152,101 -251	-0.2%	-$50.4K	3.23%	10
2025 Q2	$29.8M	Buy	152,352 +20,597	+16%	+$3.84M	3.13%	10
2025 Q1	$25.1M	Sell	131,755 -74,771	-36%	-$14.5M	2.82%	11
2024 Q4	$39.4M	Buy	206,526 +1,929	+0.9%	+$383K	4.29%	10
2024 Q3	$40.3M	Buy	204,597 +1,732	+0.9%	+$329K	4.62%	9
2024 Q2	$36.9M	Buy	202,865 +3,198	+2%	+$582K	4.48%	9
2024 Q1	$37.3M	Buy	199,667 +4,029	+2%	+$716K	4.5%	9
2023 Q4	$34M	Sell	195,638 -74,569	-28%	-$12M	4.53%	9
2023 Q3	$41.6M	Buy	270,207 +35,678	+15%	+$5.77M	6.3%	6
2023 Q2	$37.8M	Buy	234,529 +230	+0.1%	+$35.4K	5.46%	5
2023 Q1	$35.6M	Buy	234,299 +30,475	+15%	+$4.61M	5.39%	6
2022 Q4	$29.6M	Buy	203,824 +24,323	+14%	+$3.47M	4.68%	8
2022 Q3	$23.1M	Buy	179,501 +128,611	+253%	+$18.2M	3.97%	8
2022 Q2	$7M	Buy	+50,890	New	+$7.51M	1.16%	16
2016 Q2	–	Sell	-2,386	Closed	-$215K	–	28
2016 Q1	$215K	Hold	2,386	–	–	0.07%	21
2015 Q4	$211K	Sell	2,386 -398,092	-99%	-$35.6M	0.06%	20
2015 Q3	$37.6M	Sell	400,478 -12,554	-3%	-$1.12M	11.52%	4
2015 Q2	$38.1M	Sell	413,032 -10,729	-3%	-$1.01M	11.2%	3
2015 Q1	$39.2M	Buy	423,761 +6,418	+2%	+$596K	11.55%	3
2014 Q4	$39.1M	Buy	417,343 +57,406	+16%	+$5.26M	11.71%	4
2014 Q3	$32.4M	Buy	+359,937	New	+$32.7M	13.65%	3

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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 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

Berkshire Money Management's IVE Position: Q2 2026 in Review

Berkshire Money Management increased its iShares S&P 500 Value ETF (IVE) stake by 0.31% in Q2 2026, buying an estimated $103K and bringing the position to 151,371 shares worth $34.4M. The position accounts for 3.14% of the portfolio, ranked #8.

Berkshire Money Management first reported a position in IVE in Q3 2014 and has held it in 24 quarters since. The position peaked at $41.6M in Q3 2023. 545 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Berkshire Money Management held 151,371 shares of iShares S&P 500 Value ETF worth $34.4M as of Q2 2026.
Berkshire Money Management bought 463 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $103K.
iShares S&P 500 Value ETF made up 3.14% of Berkshire Money Management's portfolio in Q2 2026, its #8 holding.
Berkshire Money Management first reported a position in iShares S&P 500 Value ETF in Q3 2014 and has held it in 24 quarters since.
Berkshire Money Management's iShares S&P 500 Value ETF position peaked at $41.6M in Q3 2023.
545 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Berkshire Money Management's 13F filing for Q2 2026, filed 23 Jul 2026.