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 Q3	$220K	Hold	964	–	–	0.02%	206
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

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

HFBOT

Home Federal Bank of Tennessee Knoxville, Tennessee $465M AUM 18.18% 1-Year Est. Return

EWA

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Columbus Macro's IVE Position: Q3 2026 in Review

Columbus Macro held its iShares S&P 500 Value ETF (IVE) position steady in Q3 2026 at 964 shares worth $220K. The position accounts for 0.02% of the portfolio, ranked #206.

Columbus Macro first reported a position in IVE in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.96M in Q4 2024. 359 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

Columbus Macro held 964 shares of iShares S&P 500 Value ETF worth $220K as of Q3 2026.
Columbus Macro left its iShares S&P 500 Value ETF share count unchanged in Q3 2026.
iShares S&P 500 Value ETF made up 0.02% of Columbus Macro's portfolio in Q3 2026, its #206 holding.
Columbus Macro first reported a position in iShares S&P 500 Value ETF in Q4 2023 and has held it in 7 quarters since.
Columbus Macro's iShares S&P 500 Value ETF position peaked at $1.96M in Q4 2024.
359 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Columbus Macro's 13F filing for Q3 2026, filed 14 Oct 2026.