BLB&B Advisors’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
$415K Buy
1,963
+2
+0.1% +$433 0.02% 197
2025
Q4
$416K Buy
+1,961
New +$411K 0.02% 202

Other funds holding IVE

BLB&B Advisors's IVE Position: Q1 2026 in Review

BLB&B Advisors increased its iShares S&P 500 Value ETF (IVE) stake by 0.1% in Q1 2026, buying an estimated $433 and bringing the position to 1,963 shares worth $415K. The position accounts for 0.02% of the portfolio, ranked #197.

BLB&B Advisors first reported a position in IVE in Q4 2025 and has held it in 2 quarters since. The position peaked at $416K in Q4 2025. 1,704 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

  • BLB&B Advisors held 1,963 shares of iShares S&P 500 Value ETF worth $415K as of Q1 2026.
  • BLB&B Advisors bought 2 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $433.
  • iShares S&P 500 Value ETF made up 0.02% of BLB&B Advisors's portfolio in Q1 2026, its #197 holding.
  • BLB&B Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2025 and has held it in 2 quarters since.
  • BLB&B Advisors's iShares S&P 500 Value ETF position peaked at $416K in Q4 2025.
  • 1,704 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on BLB&B Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.