Donaldson Capital Management’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
Donaldson Capital Management's IVE Position: Q2 2026 in Review
Donaldson Capital Management increased its iShares S&P 500 Value ETF (IVE) stake by 69% in Q2 2026, buying an estimated $516K and bringing the position to 5,647 shares worth $1.28M. The position accounts for 0.04% of the portfolio, ranked #152.
Donaldson Capital Management first reported a position in IVE in Q1 2025 and has held it in 6 quarters since. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.
- Donaldson Capital Management held 5,647 shares of iShares S&P 500 Value ETF worth $1.28M as of Q2 2026.
- Donaldson Capital Management bought 2,312 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $516K.
- iShares S&P 500 Value ETF made up 0.04% of Donaldson Capital Management's portfolio in Q2 2026, its #152 holding.
- Donaldson Capital Management first reported a position in iShares S&P 500 Value ETF in Q1 2025 and has held it in 6 quarters since.
- 1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.
Based on Donaldson Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.