Financial Gravity Asset Management’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
Financial Gravity Asset Management's IVE Position: Q1 2026 in Review
Financial Gravity Asset Management held its iShares S&P 500 Value ETF (IVE) position steady in Q1 2026 at 120 shares worth $25.3K. The position accounts for ﹤0.01% of the portfolio, ranked #410.
Financial Gravity Asset Management first reported a position in IVE in Q2 2023 and has held it in 6 quarters since. The position peaked at $25.4K in Q4 2025. 1,705 funds tracked by Wall St. Rank hold IVE as of Q1 2026.
- Financial Gravity Asset Management held 120 shares of iShares S&P 500 Value ETF worth $25.3K as of Q1 2026.
- Financial Gravity Asset Management left its iShares S&P 500 Value ETF share count unchanged in Q1 2026.
- iShares S&P 500 Value ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #410 holding.
- Financial Gravity Asset Management first reported a position in iShares S&P 500 Value ETF in Q2 2023 and has held it in 6 quarters since.
- Financial Gravity Asset Management's iShares S&P 500 Value ETF position peaked at $25.4K in Q4 2025.
- 1,705 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.
Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.