Edgestream Partners’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
Edgestream Partners's IVE Position: Q2 2026 in Review
Edgestream Partners increased its iShares S&P 500 Value ETF (IVE) stake by 87% in Q2 2026, buying an estimated $397K and bringing the position to 3,816 shares worth $866K. The position accounts for 0.03% of the portfolio, ranked #692.
Edgestream Partners first reported a position in IVE in Q4 2023 and has held it in 7 quarters since. 1,766 funds tracked by Wall St. Rank hold IVE as of Q2 2026.
- Edgestream Partners held 3,816 shares of iShares S&P 500 Value ETF worth $866K as of Q2 2026.
- Edgestream Partners bought 1,778 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $397K.
- iShares S&P 500 Value ETF made up 0.03% of Edgestream Partners's portfolio in Q2 2026, its #692 holding.
- Edgestream Partners first reported a position in iShares S&P 500 Value ETF in Q4 2023 and has held it in 7 quarters since.
- 1,766 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.
Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.