B
IVE icon

Birchbrook’s iShares S&P 500 Value ETF IVE Stock Holding History

Birchbrook’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 		– Sell
-145
Closed -$30.6K – 316
2026
Q1 		$30.6K Hold
145
– – 0.02% 147
2025
Q4 		$30.8K Buy
+145
New +$30.4K 0.02% 150

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

Birchbrook's IVE Position: Q2 2026 in Review

Birchbrook sold out of iShares S&P 500 Value ETF (IVE) in Q2 2026, closing a stake of 145 shares — an estimated $30.6K sold.

Birchbrook first reported a position in IVE in Q4 2025 and held it in 2 quarters. The position peaked at $30.8K in Q4 2025. 911 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Birchbrook reported no remaining iShares S&P 500 Value ETF position as of Q2 2026 after selling out during the quarter.
  • Birchbrook sold 145 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $30.6K.
  • Birchbrook first reported a position in iShares S&P 500 Value ETF in Q4 2025 and held it in 2 quarters.
  • Birchbrook's iShares S&P 500 Value ETF position peaked at $30.8K in Q4 2025.
  • 911 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.