Collier Financial’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
Collier Financial's IVE Position: Q2 2026 in Review
Collier Financial increased its iShares S&P 500 Value ETF (IVE) stake by 2.1% in Q2 2026, buying an estimated $223 and bringing the position to 49 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #117.
Collier Financial first reported a position in IVE in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.87M in Q4 2024. 1,767 funds tracked by Wall St. Rank hold IVE as of Q2 2026.
- Collier Financial held 49 shares of iShares S&P 500 Value ETF worth $11K as of Q2 2026.
- Collier Financial bought 1 iShares S&P 500 Value ETF share in Q2 2026, an estimated $223.
- iShares S&P 500 Value ETF made up 0.01% of Collier Financial's portfolio in Q2 2026, its #117 holding.
- Collier Financial first reported a position in iShares S&P 500 Value ETF in Q4 2024 and has held it in 6 quarters since.
- Collier Financial's iShares S&P 500 Value ETF position peaked at $3.87M in Q4 2024.
- 1,767 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.
Based on Collier Financial's 13F filing for Q2 2026, filed 30 Jul 2026.