Courage Miller Partners’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $350K | Sell |
1,541
-6
| -0.4% | -$1.34K | 0.09% | 75 |
|
|
2026
Q1 | $327K | Hold |
1,547
| – | – | 0.09% | 77 |
|
|
2025
Q4 | $328K | Hold |
1,547
| – | – | 0.1% | 70 |
|
|
2025
Q3 | $319K | Sell |
1,547
-7
| -0.5% | -$1.41K | 0.1% | 69 |
|
|
2025
Q2 | $304K | Hold |
1,554
| – | – | 0.1% | 70 |
|
|
2025
Q1 | $296K | Sell |
1,554
-1
| -0.1% | -$194 | 0.1% | 68 |
|
|
2024
Q4 | $297K | Hold |
1,555
| – | – | 0.1% | 68 |
|
|
2024
Q3 | $307K | Sell |
1,555
-13
| -0.8% | -$2.47K | 0.1% | 68 |
|
|
2024
Q2 | $285K | Hold |
1,568
| – | – | 0.1% | 70 |
|
|
2024
Q1 | $293K | Sell |
1,568
-1
| -0.1% | -$178 | 0.1% | 75 |
|
|
2023
Q4 | $273K | Sell |
1,569
-355
| -18% | -$57.1K | 0.1% | 70 |
|
|
2023
Q3 | $296K | Sell |
1,924
-34
| -2% | -$5.5K | 0.12% | 65 |
|
|
2023
Q2 | $316K | Sell |
1,958
-1
| -0.1% | -$154 | 0.13% | 67 |
|
|
2023
Q1 | $297K | Sell |
1,959
-16
| -0.8% | -$2.42K | 0.13% | 68 |
|
|
2022
Q4 | $287K | Sell |
1,975
-74
| -4% | -$10.6K | 0.13% | 64 |
|
|
2022
Q3 | $263K | Hold |
2,049
| – | – | 0.13% | 64 |
|
|
2022
Q2 | $282K | Buy |
2,049
+85
| +4% | +$12.5K | 0.13% | 63 |
|
|
2022
Q1 | $306K | Buy |
1,964
+253
| +15% | +$38.9K | 0.12% | 63 |
|
|
2021
Q4 | $268K | Buy |
1,711
+75
| +5% | +$11.4K | 0.1% | 70 |
|
|
2021
Q3 | $238K | Buy |
1,636
+69
| +4% | +$10.3K | 0.1% | 77 |
|
|
2021
Q2 | $231K | Buy |
1,567
+149
| +11% | +$21.9K | 0.09% | 79 |
|
|
2021
Q1 | $200K | Buy |
+1,418
| New | +$191K | 0.09% | 83 |
|
|
2017
Q1 | – | Sell |
-2,006
| Closed | -$203K | – | 66 |
|
|
2016
Q4 | $203K | Buy |
+2,006
| New | +$196K | 0.14% | 66 |
|
|
2016
Q2 | – | Sell |
-2,567
| Closed | -$231K | – | 68 |
|
|
2016
Q1 | $231K | Sell |
2,567
-6
| -0.2% | -$512 | 0.16% | 64 |
|
|
2015
Q4 | $228K | Buy |
+2,573
| New | +$230K | 0.16% | 64 |
|
|
2014
Q4 | – | Sell |
-53,166
| Closed | -$4.79M | – | 62 |
|
|
2014
Q3 | $4.79M | Buy |
53,166
+898
| +2% | +$81.6K | 3.73% | 6 |
|
|
2014
Q2 | $4.72M | Sell |
52,268
-740
| -1% | -$65.4K | 3.46% | 5 |
|
|
2014
Q1 | $4.61M | Buy |
53,008
+4,419
| +9% | +$373K | 3.62% | 6 |
|
|
2013
Q4 | $4.15M | Sell |
48,589
-1,920
| -4% | -$158K | 3.52% | 9 |
|
|
2013
Q3 | $3.96M | Buy |
50,509
+2,753
| +6% | +$217K | 3.25% | 11 |
|
|
2013
Q2 | $3.62M | Buy |
+47,756
| New | +$3.62M | 3.28% | 10 |
|
Other funds holding IVE
Courage Miller Partners's IVE Position: Q2 2026 in Review
Courage Miller Partners reduced its iShares S&P 500 Value ETF (IVE) stake by 0.39% in Q2 2026, selling an estimated $1.34K and leaving 1,541 shares worth $350K. The position accounts for 0.09% of the portfolio, ranked #75.
Courage Miller Partners first reported a position in IVE in Q2 2013 and has held it in 31 quarters since. The position peaked at $4.79M in Q3 2014. 1,767 funds tracked by Wall St. Rank hold IVE as of Q2 2026.
- Courage Miller Partners held 1,541 shares of iShares S&P 500 Value ETF worth $350K as of Q2 2026.
- Courage Miller Partners sold 6 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $1.34K.
- iShares S&P 500 Value ETF made up 0.09% of Courage Miller Partners's portfolio in Q2 2026, its #75 holding.
- Courage Miller Partners first reported a position in iShares S&P 500 Value ETF in Q2 2013 and has held it in 31 quarters since.
- Courage Miller Partners's iShares S&P 500 Value ETF position peaked at $4.79M in Q3 2014.
- 1,767 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.
Based on Courage Miller Partners's 13F filing for Q2 2026, filed 23 Jul 2026.