Columbus Macro’s iShares S&P 500 Value ETF IVE Stock Holding History

Columbus Macro’s Portfolio IVE Stock Details IVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$219K	Hold	964	–	–	0.02%	203
2026 Q1	$204K	Hold	964	–	–	0.02%	200
2025 Q4	$204K	Buy	+964	New	+$202K	0.02%	204
2025 Q1	–	Sell	-10,269	Closed	-$1.96M	–	209
2024 Q4	$1.96M	Buy	10,269 +3,076	+43%	+$610K	0.27%	115
2024 Q3	$1.43M	Buy	+7,193	New	+$1.37M	0.52%	68
2024 Q1	–	Sell	-3,935	Closed	-$682K	–	182
2023 Q4	$682K	Buy	+3,935	New	+$632K	0.27%	118

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Columbus Macro's IVE Position: Q2 2026 in Review

Columbus Macro held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 964 shares worth $219K. The position accounts for 0.02% of the portfolio, ranked #203.

Columbus Macro first reported a position in IVE in Q4 2023 and has held it in 6 quarters since. The position peaked at $1.96M in Q4 2024. 1,765 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Columbus Macro held 964 shares of iShares S&P 500 Value ETF worth $219K as of Q2 2026.
Columbus Macro left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
iShares S&P 500 Value ETF made up 0.02% of Columbus Macro's portfolio in Q2 2026, its #203 holding.
Columbus Macro first reported a position in iShares S&P 500 Value ETF in Q4 2023 and has held it in 6 quarters since.
Columbus Macro's iShares S&P 500 Value ETF position peaked at $1.96M in Q4 2024.
1,765 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Columbus Macro's 13F filing for Q2 2026, filed 22 Jul 2026.