Clarendon Private’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
Clarendon Private's IVE Position: Q2 2026 in Review
Clarendon Private reduced its iShares S&P 500 Value ETF (IVE) stake by 5.2% in Q2 2026, selling an estimated $25.9K and leaving 2,114 shares worth $480K. The position accounts for 0.31% of the portfolio, ranked #80.
Clarendon Private first reported a position in IVE in Q4 2024 and has held it in 7 quarters since. 1,766 funds tracked by Wall St. Rank hold IVE as of Q2 2026.
- Clarendon Private held 2,114 shares of iShares S&P 500 Value ETF worth $480K as of Q2 2026.
- Clarendon Private sold 116 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $25.9K.
- iShares S&P 500 Value ETF made up 0.31% of Clarendon Private's portfolio in Q2 2026, its #80 holding.
- Clarendon Private first reported a position in iShares S&P 500 Value ETF in Q4 2024 and has held it in 7 quarters since.
- 1,766 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.
Based on Clarendon Private's 13F filing for Q2 2026, filed 22 Jul 2026.