Excelsior Advisor Network’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
Excelsior Advisor Network's IVE Position: Q2 2026 in Review
Excelsior Advisor Network increased its iShares S&P 500 Value ETF (IVE) stake by 2% in Q2 2026, buying an estimated $25K and bringing the position to 5,767 shares worth $1.31M. The position accounts for 0.17% of the portfolio, ranked #128.
Excelsior Advisor Network first reported a position in IVE in Q4 2025 and has held it in 3 quarters since. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.
- Excelsior Advisor Network held 5,767 shares of iShares S&P 500 Value ETF worth $1.31M as of Q2 2026.
- Excelsior Advisor Network bought 112 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $25K.
- iShares S&P 500 Value ETF made up 0.17% of Excelsior Advisor Network's portfolio in Q2 2026, its #128 holding.
- Excelsior Advisor Network first reported a position in iShares S&P 500 Value ETF in Q4 2025 and has held it in 3 quarters since.
- 1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.
Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.