Coastal Bridge Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
Coastal Bridge Advisors's IVE Position: Q1 2026 in Review
Coastal Bridge Advisors increased its iShares S&P 500 Value ETF (IVE) stake by 29% in Q1 2026, buying an estimated $117K and bringing the position to 2,425 shares worth $512K. The position accounts for 0.04% of the portfolio, ranked #310.
Coastal Bridge Advisors first reported a position in IVE in Q1 2025 and has held it in 5 quarters since. The position peaked at $528K in Q2 2025. 1,707 funds tracked by Wall St. Rank hold IVE as of Q1 2026.
- Coastal Bridge Advisors held 2,425 shares of iShares S&P 500 Value ETF worth $512K as of Q1 2026.
- Coastal Bridge Advisors bought 542 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $117K.
- iShares S&P 500 Value ETF made up 0.04% of Coastal Bridge Advisors's portfolio in Q1 2026, its #310 holding.
- Coastal Bridge Advisors first reported a position in iShares S&P 500 Value ETF in Q1 2025 and has held it in 5 quarters since.
- Coastal Bridge Advisors's iShares S&P 500 Value ETF position peaked at $528K in Q2 2025.
- 1,707 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.
Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.