Elm Partners Management’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
Elm Partners Management's IVE Position: Q2 2026 in Review
Elm Partners Management reduced its iShares S&P 500 Value ETF (IVE) stake by 0.84% in Q2 2026, selling an estimated $14.7K and leaving 7,745 shares worth $1.76M. The position accounts for 0.06% of the portfolio, ranked #63.
Elm Partners Management first reported a position in IVE in Q1 2024 and has held it in 10 quarters since. 1,764 funds tracked by Wall St. Rank hold IVE as of Q2 2026.
- Elm Partners Management held 7,745 shares of iShares S&P 500 Value ETF worth $1.76M as of Q2 2026.
- Elm Partners Management sold 66 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $14.7K.
- iShares S&P 500 Value ETF made up 0.06% of Elm Partners Management's portfolio in Q2 2026, its #63 holding.
- Elm Partners Management first reported a position in iShares S&P 500 Value ETF in Q1 2024 and has held it in 10 quarters since.
- 1,764 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.
Based on Elm Partners Management's 13F filing for Q2 2026, filed 28 Jul 2026.