Gallacher Capital Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Gallacher Capital Management’s Portfolio IVE Stock Details IVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$331K	Sell	1,459 -1,853	-56%	-$414K	0.19%	181
2026 Q1	$699K	Sell	3,312 -720	-18%	-$156K	0.27%	109
2025 Q4	$855K	Buy	4,032 +950	+31%	+$199K	0.33%	68
2025 Q3	$636K	Buy	3,082 +720	+30%	+$145K	0.25%	127
2025 Q2	$462K	Hold	2,362	–	–	0.21%	136
2025 Q1	$450K	Hold	2,362	–	–	0.22%	128
2024 Q4	$451K	Sell	2,362 -1,089	-32%	-$216K	0.22%	113
2024 Q3	$680K	Hold	3,451	–	–	0.31%	55
2024 Q2	$628K	Sell	3,451 -90	-3%	-$16.4K	0.33%	60
2024 Q1	$661K	Hold	3,541	–	–	0.34%	46
2023 Q4	$616K	Hold	3,541	–	–	0.34%	43
2023 Q3	$545K	Hold	3,541	–	–	0.34%	51
2023 Q2	$571K	Hold	3,541	–	–	0.33%	60
2023 Q1	$537K	Hold	3,541	–	–	0.32%	58
2022 Q4	$514K	Buy	+3,541	New	+$506K	0.31%	62

Other funds holding IVE

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

HFBOT

Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Gallacher Capital Management's IVE Position: Q2 2026 in Review

Gallacher Capital Management reduced its iShares S&P 500 Value ETF (IVE) stake by 56% in Q2 2026, selling an estimated $414K and leaving 1,459 shares worth $331K. The position accounts for 0.19% of the portfolio, ranked #181.

Gallacher Capital Management first reported a position in IVE in Q4 2022 and has held it in 15 quarters since. The position peaked at $855K in Q4 2025. 536 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Gallacher Capital Management held 1,459 shares of iShares S&P 500 Value ETF worth $331K as of Q2 2026.
Gallacher Capital Management sold 1,853 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $414K.
iShares S&P 500 Value ETF made up 0.19% of Gallacher Capital Management's portfolio in Q2 2026, its #181 holding.
Gallacher Capital Management first reported a position in iShares S&P 500 Value ETF in Q4 2022 and has held it in 15 quarters since.
Gallacher Capital Management's iShares S&P 500 Value ETF position peaked at $855K in Q4 2025.
536 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Gallacher Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.