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 Q3	$708K	Buy	3,101 +11	+0.4%	+$2.57K	0.47%	39
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

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Home Federal Bank of Tennessee Knoxville, Tennessee $465M AUM 18.18% 1-Year Est. Return

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Camelot Technology Advisors's IVE Position: Q3 2026 in Review

Camelot Technology Advisors increased its iShares S&P 500 Value ETF (IVE) stake by 0.36% in Q3 2026, buying an estimated $2.57K and bringing the position to 3,101 shares worth $708K. The position accounts for 0.47% of the portfolio, ranked #39.

Camelot Technology Advisors first reported a position in IVE in Q4 2023 and has held it in 12 quarters since. 552 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

Camelot Technology Advisors held 3,101 shares of iShares S&P 500 Value ETF worth $708K as of Q3 2026.
Camelot Technology Advisors bought 11 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $2.57K.
iShares S&P 500 Value ETF made up 0.47% of Camelot Technology Advisors's portfolio in Q3 2026, its #39 holding.
Camelot Technology Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2023 and has held it in 12 quarters since.
552 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Camelot Technology Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.