Diversified Management’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
Diversified Management's IVE Position: Q2 2026 in Review
Diversified Management increased its iShares S&P 500 Value ETF (IVE) stake by 33% in Q2 2026, buying an estimated $80.4K and bringing the position to 1,446 shares worth $328K. The position accounts for 0.07% of the portfolio, ranked #131.
Diversified Management first reported a position in IVE in Q4 2025 and has held it in 3 quarters since. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.
- Diversified Management held 1,446 shares of iShares S&P 500 Value ETF worth $328K as of Q2 2026.
- Diversified Management bought 360 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $80.4K.
- iShares S&P 500 Value ETF made up 0.07% of Diversified Management's portfolio in Q2 2026, its #131 holding.
- Diversified Management first reported a position in iShares S&P 500 Value ETF in Q4 2025 and has held it in 3 quarters since.
- 1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.
Based on Diversified Management's 13F filing for Q2 2026, filed 10 Jul 2026.