Capital Management Associates Inc’s iShares S&P 500 Value ETF IVE Stock Holding History

Capital Management Associates Inc’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	$271K	Buy	+1,195	New	+$267K	0.05%	134

Other funds holding IVE

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Capital Management Associates Inc's IVE Position: Q2 2026 in Review

Capital Management Associates Inc opened a new position in iShares S&P 500 Value ETF (IVE) in Q2 2026: 1,195 shares worth $271K. The stake represents 0.05% of the portfolio and ranks #134 among its holdings.

552 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Capital Management Associates Inc held 1,195 shares of iShares S&P 500 Value ETF worth $271K as of Q2 2026.
iShares S&P 500 Value ETF was a new Capital Management Associates Inc position in Q2 2026.
iShares S&P 500 Value ETF made up 0.05% of Capital Management Associates Inc's portfolio in Q2 2026, its #134 holding.
552 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Capital Management Associates Inc's 13F filing for Q2 2026, filed 22 Jul 2026.