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GAMMA Investing’s iShares S&P 500 Value ETF IVE Stock Holding History

GAMMA Investing’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
Q3 		$422K Buy
1,848
+311
+20% +$72.6K 0.01% 796
2026
Q2 		$349K Sell
1,537
-31
-2% -$6.92K 0.01% 861
2026
Q1 		$331K Sell
1,568
-204
-12% -$44.2K 0.02% 793
2025
Q4 		$376K Hold
1,772
– – 0.02% 655
2025
Q3 		$366K Hold
1,772
– – 0.02% 622
2025
Q2 		$346K Sell
1,772
-736
-29% -$137K 0.02% 614
2025
Q1 		$478K Hold
2,508
– – 0.04% 436
2024
Q4 		$479K Hold
2,508
– – 0.04% 376
2024
Q3 		$495K Hold
2,508
– – 0.05% 336
2024
Q2 		$456K Buy
2,508
+1,328
+113% +$242K 0.06% 279
2024
Q1 		$220K Sell
1,180
-204
-15% -$36.3K 0.04% 360
2023
Q4 		$241K Buy
+1,384
New +$222K 0.07% 267

Other funds holding IVE

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
SA
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

GAMMA Investing's IVE Position: Q3 2026 in Review

GAMMA Investing increased its iShares S&P 500 Value ETF (IVE) stake by 20% in Q3 2026, buying an estimated $72.6K and bringing the position to 1,848 shares worth $422K. The position accounts for 0.01% of the portfolio, ranked #796.

GAMMA Investing first reported a position in IVE in Q4 2023 and has held it in 12 quarters since. The position peaked at $495K in Q3 2024. 95 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

  • GAMMA Investing held 1,848 shares of iShares S&P 500 Value ETF worth $422K as of Q3 2026.
  • GAMMA Investing bought 311 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $72.6K.
  • iShares S&P 500 Value ETF made up 0.01% of GAMMA Investing's portfolio in Q3 2026, its #796 holding.
  • GAMMA Investing first reported a position in iShares S&P 500 Value ETF in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's iShares S&P 500 Value ETF position peaked at $495K in Q3 2024.
  • 95 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.