Broadview Financial Management’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 | $11M | Buy |
51,963
+57
| +0.1% | +$12.3K | 7.49% | 4 |
|
|
2025
Q4 | $11M | Sell |
51,906
-740
| -1% | -$155K | 7.37% | 4 |
|
|
2025
Q3 | $10.9M | Sell |
52,646
-2,513
| -5% | -$505K | 7.33% | 4 |
|
|
2025
Q2 | $10.8M | Sell |
55,159
-1,462
| -3% | -$272K | 7.32% | 4 |
|
|
2025
Q1 | $10.8M | Sell |
56,621
-7
| -0% | -$1.35K | 8.05% | 4 |
|
|
2024
Q4 | $10.8M | Sell |
56,628
-3,845
| -6% | -$763K | 7.73% | 3 |
|
|
2024
Q3 | $11.9M | Buy |
60,473
+1,422
| +2% | +$270K | 8.07% | 3 |
|
|
2024
Q2 | $10.7M | Buy |
59,051
+634
| +1% | +$115K | 7.83% | 3 |
|
|
2024
Q1 | $10.9M | Buy |
58,417
+102
| +0.2% | +$18.1K | 7.95% | 3 |
|
|
2023
Q4 | $10.1M | Sell |
58,315
-492
| -0.8% | -$79.1K | 7.82% | 3 |
|
|
2023
Q3 | $9.05M | Sell |
58,807
-1,381
| -2% | -$223K | 8.37% | 3 |
|
|
2023
Q2 | $9.7M | Sell |
60,188
-403
| -0.7% | -$62K | 8.28% | 3 |
|
|
2023
Q1 | $9.2M | Buy |
60,591
+1,368
| +2% | +$207K | 8.03% | 3 |
|
|
2022
Q4 | $8.59M | Sell |
59,223
-5,151
| -8% | -$735K | 7.72% | 3 |
|
|
2022
Q3 | $8.27M | Buy |
64,374
+528
| +0.8% | +$74.8K | 8.29% | 3 |
|
|
2022
Q2 | $8.78M | Buy |
63,846
+1,144
| +2% | +$169K | 8.18% | 3 |
|
|
2022
Q1 | $9.76M | Sell |
62,702
-796
| -1% | -$122K | 7.24% | 3 |
|
|
2021
Q4 | $9.95M | Buy |
63,498
+126
| +0.2% | +$19.2K | 7.09% | 3 |
|
|
2021
Q3 | $9.22M | Sell |
63,372
-444
| -0.7% | -$66.2K | 7.13% | 3 |
|
|
2021
Q2 | $9.42M | Sell |
63,816
-780
| -1% | -$115K | 7.1% | 3 |
|
|
2021
Q1 | $9.12M | Sell |
64,596
-2,181
| -3% | -$294K | 7.09% | 3 |
|
|
2020
Q4 | $8.55M | Buy |
66,777
+1,432
| +2% | +$173K | 6.56% | 4 |
|
|
2020
Q3 | $7.35M | Sell |
65,345
-3,000
| -4% | -$340K | 6.19% | 4 |
|
|
2020
Q2 | $7.4M | Sell |
68,345
-6,628
| -9% | -$703K | 5.92% | 5 |
|
|
2020
Q1 | $7.22M | Buy |
74,973
+2,180
| +3% | +$259K | 6.45% | 4 |
|
|
2019
Q4 | $9.47M | Sell |
72,793
-3,024
| -4% | -$376K | 6.59% | 4 |
|
|
2019
Q3 | $9.03M | Buy |
75,817
+4,871
| +7% | +$571K | 6.71% | 4 |
|
|
2019
Q2 | $8.27M | Buy |
70,946
+699
| +1% | +$80.1K | 6.22% | 4 |
|
|
2019
Q1 | $7.92M | Buy |
70,247
+980
| +1% | +$108K | 6.17% | 4 |
|
|
2018
Q4 | $7.01M | Sell |
69,267
-6,185
| -8% | -$677K | 6.23% | 4 |
|
|
2018
Q3 | $8.74M | Buy |
75,452
+724
| +1% | +$83.1K | 7.85% | 4 |
|
|
2018
Q2 | $8.23M | Sell |
74,728
-679
| -0.9% | -$75.2K | 8.03% | 4 |
|
|
2018
Q1 | $8.24M | Buy |
75,407
+1,390
| +2% | +$159K | 8.14% | 4 |
|
|
2017
Q4 | $8.46M | Buy |
+74,017
| New | +$8.2M | 8.2% | 4 |
|
Other funds holding IVE
Broadview Financial Management's IVE Position: Q1 2026 in Review
Broadview Financial Management increased its iShares S&P 500 Value ETF (IVE) stake by 0.11% in Q1 2026, buying an estimated $12.3K and bringing the position to 51,963 shares worth $11M. The position accounts for 7.49% of the portfolio, ranked #4.
Broadview Financial Management first reported a position in IVE in Q4 2017 and has held it in 34 quarters since. The position peaked at $11.9M in Q3 2024. 1,705 funds tracked by Wall St. Rank hold IVE as of Q1 2026.
- Broadview Financial Management held 51,963 shares of iShares S&P 500 Value ETF worth $11M as of Q1 2026.
- Broadview Financial Management bought 57 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $12.3K.
- iShares S&P 500 Value ETF made up 7.49% of Broadview Financial Management's portfolio in Q1 2026, its #4 holding.
- Broadview Financial Management first reported a position in iShares S&P 500 Value ETF in Q4 2017 and has held it in 34 quarters since.
- Broadview Financial Management's iShares S&P 500 Value ETF position peaked at $11.9M in Q3 2024.
- 1,705 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.
Based on Broadview Financial Management's 13F filing for Q1 2026, filed 4 May 2026.