Breachway Investments’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
PAS
Breachway Investments's IVE Position: Q2 2026 in Review
Breachway Investments reduced its iShares S&P 500 Value ETF (IVE) stake by 20% in Q2 2026, selling an estimated $309K and leaving 5,591 shares worth $1.27M. The position accounts for 1.91% of the portfolio, ranked #18.
Breachway Investments first reported a position in IVE in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.31M in Q1 2026. 1,215 funds tracked by Wall St. Rank hold IVE as of Q2 2026.
- Breachway Investments held 5,591 shares of iShares S&P 500 Value ETF worth $1.27M as of Q2 2026.
- Breachway Investments sold 1,385 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $309K.
- iShares S&P 500 Value ETF made up 1.91% of Breachway Investments's portfolio in Q2 2026, its #18 holding.
- Breachway Investments first reported a position in iShares S&P 500 Value ETF in Q4 2025 and has held it in 3 quarters since.
- Breachway Investments's iShares S&P 500 Value ETF position peaked at $1.31M in Q1 2026.
- 1,215 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.
Based on Breachway Investments's 13F filing for Q2 2026, filed 13 Jul 2026.