Crusonia Wealth Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
Crusonia Wealth Advisors's IVE Position: Q2 2026 in Review
Crusonia Wealth Advisors increased its iShares S&P 500 Value ETF (IVE) stake by 5.2% in Q2 2026, buying an estimated $107K and bringing the position to 9,621 shares worth $2.18M. The position accounts for 0.36% of the portfolio, ranked #57.
Crusonia Wealth Advisors first reported a position in IVE in Q4 2025 and has held it in 3 quarters since. 1,764 funds tracked by Wall St. Rank hold IVE as of Q2 2026.
- Crusonia Wealth Advisors held 9,621 shares of iShares S&P 500 Value ETF worth $2.18M as of Q2 2026.
- Crusonia Wealth Advisors bought 477 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $107K.
- iShares S&P 500 Value ETF made up 0.36% of Crusonia Wealth Advisors's portfolio in Q2 2026, its #57 holding.
- Crusonia Wealth Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2025 and has held it in 3 quarters since.
- 1,764 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.
Based on Crusonia Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.