Financial Gravity Companies’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
Financial Gravity Companies's IVE Position: Q2 2026 in Review
Financial Gravity Companies opened a new position in iShares S&P 500 Value ETF (IVE) in Q2 2026: 120 shares worth $27.2K. The stake represents ﹤0.01% of the portfolio and ranks #409 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in IVE as recently as Q2 2025.
Financial Gravity Companies first reported a position in IVE in Q4 2017 and has held it in 5 quarters since. 1,769 funds tracked by Wall St. Rank hold IVE as of Q2 2026.
- Financial Gravity Companies held 120 shares of iShares S&P 500 Value ETF worth $27.2K as of Q2 2026.
- iShares S&P 500 Value ETF was a new Financial Gravity Companies position in Q2 2026.
- iShares S&P 500 Value ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #409 holding.
- Financial Gravity Companies first reported a position in iShares S&P 500 Value ETF in Q4 2017 and has held it in 5 quarters since.
- 1,769 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.
Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.