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

Cambiar Investors’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 Q1	–	Sell	-1,296	Closed	-$275K	–	152
2025 Q4	$275K	Buy	1,296 +228	+21%	+$47.8K	0.01%	140
2025 Q3	$221K	Sell	1,068 -132	-11%	-$26.5K	0.01%	138
2025 Q2	$235K	Sell	1,200 -701	-37%	-$131K	0.01%	143
2025 Q1	$362K	Sell	1,901 -809	-30%	-$157K	0.02%	146
2024 Q4	$517K	Buy	+2,710	New	+$538K	0.02%	142
2024 Q1	–	Sell	-1,276	Closed	-$222K	–	147
2023 Q4	$222K	Buy	+1,276	New	+$205K	0.01%	146
2022 Q3	–	Sell	-1,516	Closed	-$208K	–	147
2022 Q2	$208K	Buy	+1,516	New	+$224K	0.01%	143
2020 Q2	–	Sell	-4,929	Closed	-$474K	–	155
2020 Q1	$474K	Buy	+4,929	New	+$587K	0.02%	146
2019 Q1	–	Sell	-8,726	Closed	-$883K	–	163
2018 Q4	$883K	Buy	+8,726	New	+$955K	0.02%	156
2015 Q1	–	Sell	-4,650	Closed	-$436K	–	156
2014 Q4	$436K	Buy	+4,650	New	+$426K	0.01%	151

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cambiar Investors's IVE Position: Q1 2026 in Review

Cambiar Investors sold out of iShares S&P 500 Value ETF (IVE) in Q1 2026, closing a stake of 1,296 shares — an estimated $275K sold.

Cambiar Investors first reported a position in IVE in Q4 2014 and held it in 10 quarters. The position peaked at $883K in Q4 2018. 1,705 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

Cambiar Investors reported no remaining iShares S&P 500 Value ETF position as of Q1 2026 after selling out during the quarter.
Cambiar Investors sold 1,296 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $275K.
Cambiar Investors first reported a position in iShares S&P 500 Value ETF in Q4 2014 and held it in 10 quarters.
Cambiar Investors's iShares S&P 500 Value ETF position peaked at $883K in Q4 2018.
1,705 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Cambiar Investors's 13F filing for Q1 2026, filed 12 May 2026.