David Shaw’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
$5.18M Buy
+22,828
New +$5.1M ﹤0.01% 2376
2024
Q4
Sell
-2,642
Closed -$521K 4613
2024
Q3
$521K Sell
2,642
-24,689
-90% -$4.69M ﹤0.01% 3679
2024
Q2
$4.97M Buy
+27,331
New +$4.98M ﹤0.01% 1856
2024
Q1
Sell
-2,653
Closed -$461K 4528
2023
Q4
$461K Buy
+2,653
New +$426K ﹤0.01% 3547

Other funds holding IVE

David Shaw's IVE Position: Q2 2026 in Review

David Shaw opened a new position in iShares S&P 500 Value ETF (IVE) in Q2 2026: 22,828 shares worth $5.18M. The stake represents ﹤0.01% of the portfolio and ranks #2376 among its holdings. This is a return to the name: David Shaw previously reported a position in IVE as recently as Q3 2024.

David Shaw first reported a position in IVE in Q4 2023 and has held it in 4 quarters since. 1,762 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • David Shaw held 22,828 shares of iShares S&P 500 Value ETF worth $5.18M as of Q2 2026.
  • iShares S&P 500 Value ETF was a new David Shaw position in Q2 2026.
  • iShares S&P 500 Value ETF made up ﹤0.01% of David Shaw's portfolio in Q2 2026, its #2376 holding.
  • David Shaw first reported a position in iShares S&P 500 Value ETF in Q4 2023 and has held it in 4 quarters since.
  • 1,762 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.