Capital Asset Management’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
Capital Asset Management's IVE Position: Q1 2026 in Review
Capital Asset Management reduced its iShares S&P 500 Value ETF (IVE) stake by 8.3% in Q1 2026, selling an estimated $313K and leaving 15,861 shares worth $3.35M. The position accounts for 3.77% of the portfolio, ranked #5.
Capital Asset Management first reported a position in IVE in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.77M in Q4 2025. 1,705 funds tracked by Wall St. Rank hold IVE as of Q1 2026.
- Capital Asset Management held 15,861 shares of iShares S&P 500 Value ETF worth $3.35M as of Q1 2026.
- Capital Asset Management sold 1,444 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $313K.
- iShares S&P 500 Value ETF made up 3.77% of Capital Asset Management's portfolio in Q1 2026, its #5 holding.
- Capital Asset Management first reported a position in iShares S&P 500 Value ETF in Q4 2025 and has held it in 2 quarters since.
- Capital Asset Management's iShares S&P 500 Value ETF position peaked at $3.77M in Q4 2025.
- 1,705 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.
Based on Capital Asset Management's 13F filing for Q1 2026, filed 14 Apr 2026.