Elevated Financial Group’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
Elevated Financial Group's IVE Position: Q2 2026 in Review
Elevated Financial Group increased its iShares S&P 500 Value ETF (IVE) stake by 9.8% in Q2 2026, buying an estimated $1.66M and bringing the position to 83,473 shares worth $19M. The position accounts for 5.19% of the portfolio, ranked #6.
Elevated Financial Group first reported a position in IVE in Q4 2025 and has held it in 3 quarters since. 1,757 funds tracked by Wall St. Rank hold IVE as of Q2 2026.
- Elevated Financial Group held 83,473 shares of iShares S&P 500 Value ETF worth $19M as of Q2 2026.
- Elevated Financial Group bought 7,450 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $1.66M.
- iShares S&P 500 Value ETF made up 5.19% of Elevated Financial Group's portfolio in Q2 2026, its #6 holding.
- Elevated Financial Group first reported a position in iShares S&P 500 Value ETF in Q4 2025 and has held it in 3 quarters since.
- 1,757 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.
Based on Elevated Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.