Fortress Private Ledger’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
Fortress Private Ledger's IVE Position: Q2 2026 in Review
Fortress Private Ledger held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 1,223 shares worth $278K. The position accounts for 0.08% of the portfolio, ranked #223.
Fortress Private Ledger first reported a position in IVE in Q1 2025 and has held it in 6 quarters since. The position peaked at $287K in Q1 2025. 1,766 funds tracked by Wall St. Rank hold IVE as of Q2 2026.
- Fortress Private Ledger held 1,223 shares of iShares S&P 500 Value ETF worth $278K as of Q2 2026.
- Fortress Private Ledger left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
- iShares S&P 500 Value ETF made up 0.08% of Fortress Private Ledger's portfolio in Q2 2026, its #223 holding.
- Fortress Private Ledger first reported a position in iShares S&P 500 Value ETF in Q1 2025 and has held it in 6 quarters since.
- Fortress Private Ledger's iShares S&P 500 Value ETF position peaked at $287K in Q1 2025.
- 1,766 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.
Based on Fortress Private Ledger's 13F filing for Q2 2026, filed 7 Aug 2026.