Cary Street Partners’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
Cary Street Partners's IVE Position: Q2 2026 in Review
Cary Street Partners increased its iShares S&P 500 Value ETF (IVE) stake by 9.8% in Q2 2026, buying an estimated $102K and bringing the position to 5,132 shares worth $1.17M. The position accounts for 0.03% of the portfolio, ranked #463.
Cary Street Partners first reported a position in IVE in Q4 2024 and has held it in 7 quarters since. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.
- Cary Street Partners held 5,132 shares of iShares S&P 500 Value ETF worth $1.17M as of Q2 2026.
- Cary Street Partners bought 457 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $102K.
- iShares S&P 500 Value ETF made up 0.03% of Cary Street Partners's portfolio in Q2 2026, its #463 holding.
- Cary Street Partners first reported a position in iShares S&P 500 Value ETF in Q4 2024 and has held it in 7 quarters since.
- 1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.
Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.