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Camelot Technology Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Camelot Technology Advisors’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 		$702K Buy
3,090
+10
+0.3% +$2.23K 0.47% 40
2026
Q1 		$650K Sell
3,080
-23
-0.7% -$4.98K 0.47% 38
2025
Q4 		$658K Buy
3,103
+13
+0.4% +$2.72K 0.49% 39
2025
Q3 		$638K Buy
3,090
+11
+0.4% +$2.21K 0.51% 38
2025
Q2 		$602K Sell
3,079
-113
-4% -$21K 0.51% 35
2025
Q1 		$608K Buy
3,192
+11
+0.3% +$2.13K 0.55% 36
2024
Q4 		$607K Buy
3,181
+16
+0.5% +$3.17K 0.55% 34
2024
Q3 		$624K Sell
3,165
-301
-9% -$57.2K 0.55% 36
2024
Q2 		$631K Sell
3,466
-31
-0.9% -$5.65K 0.58% 34
2024
Q1 		$653K Buy
3,497
+14
+0.4% +$2.49K 0.6% 35
2023
Q4 		$606K Buy
+3,483
New +$560K 0.62% 36

Other funds holding IVE

LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Camelot Technology Advisors's IVE Position: Q2 2026 in Review

Camelot Technology Advisors increased its iShares S&P 500 Value ETF (IVE) stake by 0.32% in Q2 2026, buying an estimated $2.23K and bringing the position to 3,090 shares worth $702K. The position accounts for 0.47% of the portfolio, ranked #40.

Camelot Technology Advisors first reported a position in IVE in Q4 2023 and has held it in 11 quarters since. 336 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Camelot Technology Advisors held 3,090 shares of iShares S&P 500 Value ETF worth $702K as of Q2 2026.
  • Camelot Technology Advisors bought 10 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $2.23K.
  • iShares S&P 500 Value ETF made up 0.47% of Camelot Technology Advisors's portfolio in Q2 2026, its #40 holding.
  • Camelot Technology Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 336 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Camelot Technology Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.