ESL Trust Services’s iShares S&P 500 Value ETF IVE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$171K Buy
+753
New +$168K 0.03% 78
2024
Q4
Sell
-38
Closed -$7.49K 343
2024
Q3
$7.49K Buy
+38
New +$7.22K ﹤0.01% 130

Other funds holding IVE

ESL Trust Services's IVE Position: Q2 2026 in Review

ESL Trust Services opened a new position in iShares S&P 500 Value ETF (IVE) in Q2 2026: 753 shares worth $171K. The stake represents 0.03% of the portfolio and ranks #78 among its holdings. This is a return to the name: ESL Trust Services previously reported a position in IVE as recently as Q3 2024.

ESL Trust Services first reported a position in IVE in Q3 2024 and has held it in 2 quarters since. 1,766 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • ESL Trust Services held 753 shares of iShares S&P 500 Value ETF worth $171K as of Q2 2026.
  • iShares S&P 500 Value ETF was a new ESL Trust Services position in Q2 2026.
  • iShares S&P 500 Value ETF made up 0.03% of ESL Trust Services's portfolio in Q2 2026, its #78 holding.
  • ESL Trust Services first reported a position in iShares S&P 500 Value ETF in Q3 2024 and has held it in 2 quarters since.
  • 1,766 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on ESL Trust Services's 13F filing for Q2 2026, filed 13 Aug 2026.