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: Q1 2026 in Review
Fortress Private Ledger reduced its iShares S&P 500 Value ETF (IVE) stake by 2% in Q1 2026, selling an estimated $5.41K and leaving 1,223 shares worth $258K. The position accounts for 0.08% of the portfolio, ranked #202.
Fortress Private Ledger first reported a position in IVE in Q1 2025 and has held it in 5 quarters since. The position peaked at $287K in Q1 2025. 1,705 funds tracked by Wall St. Rank hold IVE as of Q1 2026.
- Fortress Private Ledger held 1,223 shares of iShares S&P 500 Value ETF worth $258K as of Q1 2026.
- Fortress Private Ledger sold 25 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $5.41K.
- iShares S&P 500 Value ETF made up 0.08% of Fortress Private Ledger's portfolio in Q1 2026, its #202 holding.
- Fortress Private Ledger first reported a position in iShares S&P 500 Value ETF in Q1 2025 and has held it in 5 quarters since.
- Fortress Private Ledger's iShares S&P 500 Value ETF position peaked at $287K in Q1 2025.
- 1,705 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.
Based on Fortress Private Ledger's 13F filing for Q1 2026, filed 13 May 2026.