Bessemer Group’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.36M | Buy |
11,196
+251
| +2% | +$54.3K | ﹤0.01% | 778 |
|
|
2025
Q4 | $2.32M | Buy |
10,945
+1,547
| +16% | +$324K | ﹤0.01% | 789 |
|
|
2025
Q3 | $1.94M | Sell |
9,398
-58
| -0.6% | -$11.6K | ﹤0.01% | 503 |
|
|
2025
Q2 | $1.85M | Sell |
9,456
-52
| -0.5% | -$9.69K | ﹤0.01% | 489 |
|
|
2025
Q1 | $1.81M | Buy |
9,508
+385
| +4% | +$74.5K | ﹤0.01% | 503 |
|
|
2024
Q4 | $1.74M | Hold |
9,123
| – | – | ﹤0.01% | 668 |
|
|
2024
Q3 | $1.8M | Buy |
9,123
+1,238
| +16% | +$235K | ﹤0.01% | 674 |
|
|
2024
Q2 | $1.44M | Buy |
7,885
+76
| +1% | +$13.8K | ﹤0.01% | 589 |
|
|
2024
Q1 | $1.46M | Sell |
7,809
-3,935
| -34% | -$699K | ﹤0.01% | 600 |
|
|
2023
Q4 | $2.04M | Hold |
11,744
| – | – | ﹤0.01% | 476 |
|
|
2023
Q3 | $1.81M | Sell |
11,744
-1,210
| -9% | -$196K | ﹤0.01% | 490 |
|
|
2023
Q2 | $2.09M | Hold |
12,954
| – | – | ﹤0.01% | 469 |
|
|
2023
Q1 | $1.97M | Sell |
12,954
-1,540
| -11% | -$233K | ﹤0.01% | 454 |
|
|
2022
Q4 | $2.1M | Buy |
14,494
+7,483
| +107% | +$1.07M | 0.01% | 439 |
|
|
2022
Q3 | $901K | Buy |
7,011
+3,647
| +108% | +$517K | ﹤0.01% | 605 |
|
|
2022
Q2 | $463K | Sell |
3,364
-2,021
| -38% | -$298K | ﹤0.01% | 726 |
|
|
2022
Q1 | $838K | Sell |
5,385
-10
| -0.2% | -$1.54K | ﹤0.01% | 514 |
|
|
2021
Q4 | $845K | Sell |
5,395
-500
| -8% | -$76K | ﹤0.01% | 500 |
|
|
2021
Q3 | $857K | Buy |
5,895
+4,047
| +219% | +$603K | ﹤0.01% | 445 |
|
|
2021
Q2 | $273K | Hold |
1,848
| – | – | ﹤0.01% | 716 |
|
|
2021
Q1 | $261K | Buy |
+1,848
| New | +$249K | ﹤0.01% | 700 |
|
|
2020
Q3 | – | Sell |
-844
| Closed | -$91K | – | 1505 |
|
|
2020
Q2 | $91K | Sell |
844
-5,970
| -88% | -$633K | ﹤0.01% | 1256 |
|
|
2020
Q1 | $656K | Sell |
6,814
-1,380
| -17% | -$164K | ﹤0.01% | 715 |
|
|
2019
Q4 | $1.07M | Sell |
8,194
-1,600
| -16% | -$199K | ﹤0.01% | 726 |
|
|
2019
Q3 | $1.17M | Buy |
9,794
+8,194
| +512% | +$961K | ﹤0.01% | 661 |
|
|
2019
Q2 | $187K | Sell |
1,600
-3,601
| -69% | -$413K | ﹤0.01% | 1088 |
|
|
2019
Q1 | $586K | Buy |
5,201
+3,601
| +225% | +$395K | ﹤0.01% | 759 |
|
|
2018
Q4 | $162K | Hold |
1,600
| – | – | ﹤0.01% | 1028 |
|
|
2018
Q3 | $185K | Hold |
1,600
| – | – | ﹤0.01% | 1000 |
|
|
2018
Q2 | $176K | Hold |
1,600
| – | – | ﹤0.01% | 1008 |
|
|
2018
Q1 | $175K | Hold |
1,600
| – | – | ﹤0.01% | 1023 |
|
|
2017
Q4 | $183K | Buy |
+1,600
| New | +$177K | ﹤0.01% | 1033 |
|
|
2013
Q4 | – | Sell |
-328
| Closed | -$26K | – | 1363 |
|
|
2013
Q3 | $26K | Hold |
328
| – | – | ﹤0.01% | 912 |
|
|
2013
Q2 | $25K | Buy |
+328
| New | +$24.9K | ﹤0.01% | 880 |
|
Other funds holding IVE
Bessemer Group's IVE Position: Q1 2026 in Review
Bessemer Group increased its iShares S&P 500 Value ETF (IVE) stake by 2.3% in Q1 2026, buying an estimated $54.3K and bringing the position to 11,196 shares worth $2.36M. The position accounts for ﹤0.01% of the portfolio, ranked #778.
Bessemer Group first reported a position in IVE in Q2 2013 and has held it in 34 quarters since. 1,705 funds tracked by Wall St. Rank hold IVE as of Q1 2026.
- Bessemer Group held 11,196 shares of iShares S&P 500 Value ETF worth $2.36M as of Q1 2026.
- Bessemer Group bought 251 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $54.3K.
- iShares S&P 500 Value ETF made up ﹤0.01% of Bessemer Group's portfolio in Q1 2026, its #778 holding.
- Bessemer Group first reported a position in iShares S&P 500 Value ETF in Q2 2013 and has held it in 34 quarters since.
- 1,705 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.
Based on Bessemer Group's 13F filing for Q1 2026, filed 6 May 2026.