Clear Investment Research’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $25.1K | Sell |
119
-2,263
| -95% | -$490K | 0.04% | 138 |
|
|
2025
Q4 | $505K | Sell |
2,382
-2,010
| -46% | -$421K | 0.84% | 34 |
|
|
2025
Q3 | $907K | Sell |
4,392
-3,289
| -43% | -$661K | 1.22% | 21 |
|
|
2025
Q2 | $1.5M | Buy |
7,681
+115
| +2% | +$21.4K | 1.89% | 14 |
|
|
2025
Q1 | $1.44M | Buy |
7,566
+9
| +0.1% | +$1.74K | 1.93% | 14 |
|
|
2024
Q4 | $1.44M | Buy |
7,557
+34
| +0.5% | +$6.74K | 1.86% | 15 |
|
|
2024
Q3 | $1.48M | Buy |
7,523
+60
| +0.8% | +$11.4K | 1.93% | 14 |
|
|
2024
Q2 | $1.36M | Buy |
7,463
+448
| +6% | +$81.6K | 1.77% | 15 |
|
|
2024
Q1 | $1.31M | Sell |
7,015
-104
| -1% | -$18.5K | 1.76% | 15 |
|
|
2023
Q4 | $1.24M | Sell |
7,119
-339
| -5% | -$54.5K | 1.74% | 15 |
|
|
2023
Q3 | $1.15M | Sell |
7,458
-50
| -0.7% | -$8.08K | 1.99% | 14 |
|
|
2023
Q2 | $1.21M | Sell |
7,508
-341
| -4% | -$52.5K | 2.03% | 14 |
|
|
2023
Q1 | $1.19M | Sell |
7,849
-166
| -2% | -$25.1K | 2.09% | 13 |
|
|
2022
Q4 | $1.16M | Sell |
8,015
-239
| -3% | -$34.1K | 2.25% | 14 |
|
|
2022
Q3 | $1.06M | Sell |
8,254
-64
| -0.8% | -$9.07K | 2.24% | 13 |
|
|
2022
Q2 | $1.14M | Buy |
8,318
+19
| +0.2% | +$2.8K | 2.53% | 13 |
|
|
2022
Q1 | $1.29M | Sell |
8,299
-1,383
| -14% | -$213K | 2.53% | 12 |
|
|
2021
Q4 | $1.52M | Sell |
9,682
-111
| -1% | -$16.9K | 2.33% | 12 |
|
|
2021
Q3 | $1.42M | Sell |
9,793
-294
| -3% | -$43.8K | 2.31% | 12 |
|
|
2021
Q2 | $1.49M | Sell |
10,087
-94
| -0.9% | -$13.8K | 2.49% | 11 |
|
|
2021
Q1 | $1.44M | Sell |
10,181
-652
| -6% | -$87.8K | 2.6% | 10 |
|
|
2020
Q4 | $1.39M | Sell |
10,833
-297
| -3% | -$35.9K | 2.51% | 11 |
|
|
2020
Q3 | $1.25M | Sell |
11,130
-251
| -2% | -$28.4K | 2.54% | 12 |
|
|
2020
Q2 | $1.23M | Buy |
11,381
+1,074
| +10% | +$114K | 2.64% | 13 |
|
|
2020
Q1 | $992K | Buy |
10,307
+443
| +4% | +$52.7K | 2.41% | 13 |
|
|
2019
Q4 | $1.28M | Sell |
9,864
-1,013
| -9% | -$126K | 2.65% | 12 |
|
|
2019
Q3 | $1.3M | Sell |
10,877
-512
| -4% | -$60.1K | 2.78% | 11 |
|
|
2019
Q2 | $1.33M | Sell |
11,389
-1,036
| -8% | -$119K | 2.17% | 12 |
|
|
2019
Q1 | $1.4M | Sell |
12,425
-392
| -3% | -$43K | 2.19% | 12 |
|
|
2018
Q4 | $1.3M | Buy |
12,817
+524
| +4% | +$57.3K | 2.09% | 12 |
|
|
2018
Q3 | $1.42M | Sell |
12,293
-72,559
| -86% | -$8.33M | 2.06% | 12 |
|
|
2018
Q2 | $9.28M | Hold |
84,852
| – | – | 6.07% | 7 |
|
|
2018
Q1 | $9.28M | Buy |
84,852
+4,495
| +6% | +$514K | 6.07% | 7 |
|
|
2017
Q4 | $9.18M | Sell |
80,357
-1,740
| -2% | -$193K | 6.08% | 6 |
|
|
2017
Q3 | $8.86M | Buy |
82,097
+10,372
| +14% | +$1.1M | 6.01% | 7 |
|
|
2017
Q2 | $7.53M | Sell |
71,725
-21,741
| -23% | -$2.26M | 5.74% | 5 |
|
|
2017
Q1 | $9.72M | Buy |
93,466
+2,976
| +3% | +$309K | 6.98% | 6 |
|
|
2016
Q4 | $9.17M | Sell |
90,490
-6,188
| -6% | -$604K | 7.08% | 5 |
|
|
2016
Q3 | $9.18M | Buy |
96,678
+55,835
| +137% | +$5.31M | 7.28% | 5 |
|
|
2016
Q2 | $3.79M | Sell |
40,843
-38,208
| -48% | -$3.5M | 3.96% | 11 |
|
|
2016
Q1 | $7.11M | Buy |
79,051
+1,422
| +2% | +$121K | 5.82% | 6 |
|
|
2015
Q4 | $6.87M | Buy |
77,629
+4,430
| +6% | +$396K | 5.86% | 6 |
|
|
2015
Q3 | $6.15M | Buy |
73,199
+1,957
| +3% | +$175K | 5.7% | 7 |
|
|
2015
Q2 | $6.57M | Buy |
71,242
+2,438
| +4% | +$230K | 5.84% | 7 |
|
|
2015
Q1 | $6.37M | Buy |
+68,804
| New | +$6.39M | 5.76% | 7 |
|
Other funds holding IVE
Clear Investment Research's IVE Position: Q1 2026 in Review
Clear Investment Research reduced its iShares S&P 500 Value ETF (IVE) stake by 95% in Q1 2026, selling an estimated $490K and leaving 119 shares worth $25.1K. The position accounts for 0.04% of the portfolio, ranked #138.
Clear Investment Research first reported a position in IVE in Q1 2015 and has held it in 45 quarters since. The position peaked at $9.72M in Q1 2017. 1,707 funds tracked by Wall St. Rank hold IVE as of Q1 2026.
- Clear Investment Research held 119 shares of iShares S&P 500 Value ETF worth $25.1K as of Q1 2026.
- Clear Investment Research sold 2,263 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $490K.
- iShares S&P 500 Value ETF made up 0.04% of Clear Investment Research's portfolio in Q1 2026, its #138 holding.
- Clear Investment Research first reported a position in iShares S&P 500 Value ETF in Q1 2015 and has held it in 45 quarters since.
- Clear Investment Research's iShares S&P 500 Value ETF position peaked at $9.72M in Q1 2017.
- 1,707 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.
Based on Clear Investment Research's 13F filing for Q1 2026, filed 4 May 2026.