Cora Capital Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Cora Capital Advisors’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	$279K	Hold	1,227	–	–	0.08%	107
2026 Q1	$259K	Hold	1,227	–	–	0.09%	107
2025 Q4	$260K	Hold	1,227	–	–	0.1%	100
2025 Q3	$253K	Hold	1,227	–	–	0.11%	94
2025 Q2	$240K	Hold	1,227	–	–	0.11%	95
2025 Q1	$234K	Hold	1,227	–	–	0.11%	90
2024 Q4	$234K	Hold	1,227	–	–	0.11%	89
2024 Q3	$242K	Sell	1,227 -30	-2%	-$5.7K	0.12%	85
2024 Q2	$229K	Hold	1,257	–	–	0.12%	86
2024 Q1	$235K	Hold	1,257	–	–	0.13%	83
2023 Q4	$219K	Buy	+1,257	New	+$202K	0.13%	88
2023 Q3	–	Sell	-1,292	Closed	-$208K	–	92
2023 Q2	$208K	Buy	+1,292	New	+$199K	0.14%	89

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

Cora Capital Advisors's IVE Position: Q2 2026 in Review

Cora Capital Advisors held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 1,227 shares worth $279K. The position accounts for 0.08% of the portfolio, ranked #107.

Cora Capital Advisors first reported a position in IVE in Q2 2023 and has held it in 12 quarters since. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Cora Capital Advisors held 1,227 shares of iShares S&P 500 Value ETF worth $279K as of Q2 2026.
Cora Capital Advisors left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
iShares S&P 500 Value ETF made up 0.08% of Cora Capital Advisors's portfolio in Q2 2026, its #107 holding.
Cora Capital Advisors first reported a position in iShares S&P 500 Value ETF in Q2 2023 and has held it in 12 quarters since.
1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Cora Capital Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.