Forte Asset Management’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
Forte Asset Management's IVE Position: Q2 2026 in Review
Forte Asset Management increased its iShares S&P 500 Value ETF (IVE) stake by 0.27% in Q2 2026, buying an estimated $17.2K and bringing the position to 28,622 shares worth $6.5M. The position accounts for 2.66% of the portfolio, ranked #11.
Forte Asset Management first reported a position in IVE in Q1 2024 and has held it in 10 quarters since. The position peaked at $10.8M in Q1 2025. 1,766 funds tracked by Wall St. Rank hold IVE as of Q2 2026.
- Forte Asset Management held 28,622 shares of iShares S&P 500 Value ETF worth $6.5M as of Q2 2026.
- Forte Asset Management bought 77 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $17.2K.
- iShares S&P 500 Value ETF made up 2.66% of Forte Asset Management's portfolio in Q2 2026, its #11 holding.
- Forte Asset Management first reported a position in iShares S&P 500 Value ETF in Q1 2024 and has held it in 10 quarters since.
- Forte Asset Management's iShares S&P 500 Value ETF position peaked at $10.8M in Q1 2025.
- 1,766 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.
Based on Forte Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.