Canvas Wealth Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
Canvas Wealth Advisors's IVE Position: Q2 2026 in Review
Canvas Wealth Advisors reduced its iShares S&P 500 Value ETF (IVE) stake by 16% in Q2 2026, selling an estimated $46.9K and leaving 1,130 shares worth $257K. The position accounts for 0.04% of the portfolio, ranked #215.
Canvas Wealth Advisors first reported a position in IVE in Q1 2025 and has held it in 6 quarters since. The position peaked at $283K in Q1 2026. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.
- Canvas Wealth Advisors held 1,130 shares of iShares S&P 500 Value ETF worth $257K as of Q2 2026.
- Canvas Wealth Advisors sold 210 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $46.9K.
- iShares S&P 500 Value ETF made up 0.04% of Canvas Wealth Advisors's portfolio in Q2 2026, its #215 holding.
- Canvas Wealth Advisors first reported a position in iShares S&P 500 Value ETF in Q1 2025 and has held it in 6 quarters since.
- Canvas Wealth Advisors's iShares S&P 500 Value ETF position peaked at $283K in Q1 2026.
- 1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.
Based on Canvas Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.