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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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Columbus Macro's IVE Position: Q1 2026 in Review

Columbus Macro held its iShares S&P 500 Value ETF (IVE) position steady in Q1 2026 at 964 shares worth $204K. The position accounts for 0.02% of the portfolio, ranked #200.

Columbus Macro first reported a position in IVE in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.96M in Q4 2024. 1,704 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

  • Columbus Macro held 964 shares of iShares S&P 500 Value ETF worth $204K as of Q1 2026.
  • Columbus Macro left its iShares S&P 500 Value ETF share count unchanged in Q1 2026.
  • iShares S&P 500 Value ETF made up 0.02% of Columbus Macro's portfolio in Q1 2026, its #200 holding.
  • Columbus Macro first reported a position in iShares S&P 500 Value ETF in Q4 2023 and has held it in 5 quarters since.
  • Columbus Macro's iShares S&P 500 Value ETF position peaked at $1.96M in Q4 2024.
  • 1,704 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Columbus Macro's 13F filing for Q1 2026, filed 21 Apr 2026.