Elevated Capital Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
Elevated Capital Advisors's IVE Position: Q2 2026 in Review
Elevated Capital Advisors increased its iShares S&P 500 Value ETF (IVE) stake by 23% in Q2 2026, buying an estimated $130K and bringing the position to 3,116 shares worth $708K. The position accounts for 0.19% of the portfolio, ranked #98.
Elevated Capital Advisors first reported a position in IVE in Q3 2024 and has held it in 8 quarters since. 1,764 funds tracked by Wall St. Rank hold IVE as of Q2 2026.
- Elevated Capital Advisors held 3,116 shares of iShares S&P 500 Value ETF worth $708K as of Q2 2026.
- Elevated Capital Advisors bought 582 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $130K.
- iShares S&P 500 Value ETF made up 0.19% of Elevated Capital Advisors's portfolio in Q2 2026, its #98 holding.
- Elevated Capital Advisors first reported a position in iShares S&P 500 Value ETF in Q3 2024 and has held it in 8 quarters since.
- 1,764 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.
Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.