Corundum Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Corundum Group’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	$1.31M	Sell	5,790 -180	-3%	-$40.2K	0.39%	53
2026 Q1	$1.26M	Sell	5,970 -350	-6%	-$75.8K	0.42%	52
2025 Q4	$1.34M	Buy	6,320 +350	+6%	+$73.4K	0.45%	43
2025 Q3	$1.23M	Sell	5,970 -193	-3%	-$38.8K	0.51%	46
2025 Q2	$1.2M	Hold	6,163	–	–	0.53%	45
2025 Q1	$1.17M	Hold	6,163	–	–	0.56%	41
2024 Q4	$1.18M	Hold	6,163	–	–	0.44%	62
2024 Q3	$1.22M	Hold	6,163	–	–	0.55%	41
2024 Q2	$1.12M	Hold	6,163	–	–	0.44%	63
2024 Q1	$1.15M	Hold	6,163	–	–	0.56%	42
2023 Q4	$1.07M	Buy	6,163 +193	+3%	+$31K	0.54%	38
2023 Q3	$918K	Sell	5,970 -371	-6%	-$60K	0.52%	45
2023 Q2	$1.02M	Hold	6,341	–	–	0.51%	49
2023 Q1	$962K	Hold	6,341	–	–	0.46%	66
2022 Q4	$920K	Hold	6,341	–	–	0.52%	51
2022 Q3	$815K	Buy	+6,341	New	+$898K	0.51%	49

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

Corundum Group's IVE Position: Q2 2026 in Review

Corundum Group reduced its iShares S&P 500 Value ETF (IVE) stake by 3% in Q2 2026, selling an estimated $40.2K and leaving 5,790 shares worth $1.31M. The position accounts for 0.39% of the portfolio, ranked #53.

Corundum Group first reported a position in IVE in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.34M in Q4 2025. 1,766 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Corundum Group held 5,790 shares of iShares S&P 500 Value ETF worth $1.31M as of Q2 2026.
Corundum Group sold 180 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $40.2K.
iShares S&P 500 Value ETF made up 0.39% of Corundum Group's portfolio in Q2 2026, its #53 holding.
Corundum Group first reported a position in iShares S&P 500 Value ETF in Q3 2022 and has held it in 16 quarters since.
Corundum Group's iShares S&P 500 Value ETF position peaked at $1.34M in Q4 2025.
1,766 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Corundum Group's 13F filing for Q2 2026, filed 7 Aug 2026.