Diversify Advisory Services’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
Diversify Advisory Services's IVE Position: Q2 2026 in Review
Diversify Advisory Services opened a new position in iShares S&P 500 Value ETF (IVE) in Q2 2026: 84,140 shares worth $19.6M. The stake represents 0.33% of the portfolio and ranks #59 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in IVE as recently as Q4 2025.
Diversify Advisory Services first reported a position in IVE in Q1 2024 and has held it in 9 quarters since. 1,762 funds tracked by Wall St. Rank hold IVE as of Q2 2026.
- Diversify Advisory Services held 84,140 shares of iShares S&P 500 Value ETF worth $19.6M as of Q2 2026.
- iShares S&P 500 Value ETF was a new Diversify Advisory Services position in Q2 2026.
- iShares S&P 500 Value ETF made up 0.33% of Diversify Advisory Services's portfolio in Q2 2026, its #59 holding.
- Diversify Advisory Services first reported a position in iShares S&P 500 Value ETF in Q1 2024 and has held it in 9 quarters since.
- 1,762 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.
Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.