First Manhattan’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 | $215K | Buy |
+947
| New | +$212K | ﹤0.01% | 707 |
|
|
2024
Q2 | – | Sell |
-288
| Closed | -$53.8K | – | 993 |
|
|
2024
Q1 | $53.8K | Hold |
288
| – | – | ﹤0.01% | 873 |
|
|
2023
Q4 | $50.1K | Hold |
288
| – | – | ﹤0.01% | 868 |
|
|
2023
Q3 | $44.3K | Hold |
288
| – | – | ﹤0.01% | 892 |
|
|
2023
Q2 | $46.4K | Hold |
288
| – | – | ﹤0.01% | 899 |
|
|
2023
Q1 | $43.7K | Buy |
288
+8
| +3% | +$1.21K | ﹤0.01% | 935 |
|
|
2022
Q4 | $40.6K | Sell |
280
-15,655
| -98% | -$2.23M | ﹤0.01% | 977 |
|
|
2022
Q3 | $2.05M | Buy |
15,935
+127
| +0.8% | +$18K | 0.01% | 316 |
|
|
2022
Q2 | $2.17M | Sell |
15,808
-108
| -0.7% | -$15.9K | 0.01% | 324 |
|
|
2022
Q1 | $2.48M | Buy |
15,916
+85
| +0.5% | +$13.1K | 0.01% | 338 |
|
|
2021
Q4 | $2.48M | Sell |
15,831
-182
| -1% | -$27.7K | 0.01% | 320 |
|
|
2021
Q3 | $2.33M | Buy |
16,013
+15,734
| +5,639% | +$2.34M | 0.01% | 315 |
|
|
2021
Q2 | $41K | Hold |
279
| – | – | ﹤0.01% | 1023 |
|
|
2021
Q1 | $39K | Hold |
279
| – | – | ﹤0.01% | 1007 |
|
|
2020
Q4 | $35K | Hold |
279
| – | – | ﹤0.01% | 961 |
|
|
2020
Q3 | $31K | Hold |
279
| – | – | ﹤0.01% | 956 |
|
|
2020
Q2 | $30K | Sell |
279
-86
| -24% | -$9.12K | ﹤0.01% | 960 |
|
|
2020
Q1 | $35K | Sell |
365
-171
| -32% | -$20.3K | ﹤0.01% | 918 |
|
|
2019
Q4 | $69K | Sell |
536
-325
| -38% | -$40.4K | ﹤0.01% | 850 |
|
|
2019
Q3 | $102K | Hold |
861
| – | – | ﹤0.01% | 797 |
|
|
2019
Q2 | $100K | Buy |
861
+171
| +25% | +$19.6K | ﹤0.01% | 817 |
|
|
2019
Q1 | $77K | Hold |
690
| – | – | ﹤0.01% | 883 |
|
|
2018
Q4 | $69K | Hold |
690
| – | – | ﹤0.01% | 862 |
|
|
2018
Q3 | $79K | Buy |
690
+325
| +89% | +$37.3K | ﹤0.01% | 893 |
|
|
2018
Q2 | $40K | Hold |
365
| – | – | ﹤0.01% | 993 |
|
|
2018
Q1 | $39K | Hold |
365
| – | – | ﹤0.01% | 995 |
|
|
2017
Q4 | $41K | Hold |
365
| – | – | ﹤0.01% | 1042 |
|
|
2017
Q3 | $39K | Buy |
365
+279
| +324% | +$29.5K | ﹤0.01% | 1011 |
|
|
2017
Q2 | $9K | Hold |
86
| – | – | ﹤0.01% | 1181 |
|
|
2017
Q1 | $8K | Hold |
86
| – | – | ﹤0.01% | 1216 |
|
|
2016
Q4 | $8K | Hold |
86
| – | – | ﹤0.01% | 1198 |
|
|
2016
Q3 | $8K | Hold |
86
| – | – | ﹤0.01% | 1218 |
|
|
2016
Q2 | $7K | Hold |
86
| – | – | ﹤0.01% | 1276 |
|
|
2016
Q1 | $7K | Hold |
86
| – | – | ﹤0.01% | 1209 |
|
|
2015
Q4 | $7K | Hold |
86
| – | – | ﹤0.01% | 1222 |
|
|
2015
Q3 | $7K | Hold |
86
| – | – | ﹤0.01% | 1229 |
|
|
2015
Q2 | $7K | Hold |
86
| – | – | ﹤0.01% | 1252 |
|
|
2015
Q1 | $7K | Hold |
86
| – | – | ﹤0.01% | 1265 |
|
|
2014
Q4 | $8K | Hold |
86
| – | – | ﹤0.01% | 1268 |
|
|
2014
Q3 | $7K | Hold |
86
| – | – | ﹤0.01% | 1256 |
|
|
2014
Q2 | $7K | Buy |
+86
| New | +$7.6K | ﹤0.01% | 1236 |
|
Other funds holding IVE
First Manhattan's IVE Position: Q2 2026 in Review
First Manhattan opened a new position in iShares S&P 500 Value ETF (IVE) in Q2 2026: 947 shares worth $215K. The stake represents ﹤0.01% of the portfolio and ranks #707 among its holdings. This is a return to the name: First Manhattan previously reported a position in IVE as recently as Q1 2024.
First Manhattan first reported a position in IVE in Q2 2014 and has held it in 41 quarters since. The position peaked at $2.48M in Q4 2021. 1,766 funds tracked by Wall St. Rank hold IVE as of Q2 2026.
- First Manhattan held 947 shares of iShares S&P 500 Value ETF worth $215K as of Q2 2026.
- iShares S&P 500 Value ETF was a new First Manhattan position in Q2 2026.
- iShares S&P 500 Value ETF made up ﹤0.01% of First Manhattan's portfolio in Q2 2026, its #707 holding.
- First Manhattan first reported a position in iShares S&P 500 Value ETF in Q2 2014 and has held it in 41 quarters since.
- First Manhattan's iShares S&P 500 Value ETF position peaked at $2.48M in Q4 2021.
- 1,766 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.
Based on First Manhattan's 13F filing for Q2 2026, filed 14 Aug 2026.