Gilpin Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$25K Sell
110
-5
-4% -$1.12K 0.02% 250
2026
Q1
$24.3K Buy
115
+11
+11% +$2.38K 0.02% 237
2025
Q4
$22.1K Buy
+104
New +$21.8K 0.02% 232

Other funds holding IVE

Gilpin Wealth Management's IVE Position: Q2 2026 in Review

Gilpin Wealth Management reduced its iShares S&P 500 Value ETF (IVE) stake by 4.3% in Q2 2026, selling an estimated $1.12K and leaving 110 shares worth $25K. The position accounts for 0.02% of the portfolio, ranked #250.

Gilpin Wealth Management first reported a position in IVE in Q4 2025 and has held it in 3 quarters since. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Gilpin Wealth Management held 110 shares of iShares S&P 500 Value ETF worth $25K as of Q2 2026.
  • Gilpin Wealth Management sold 5 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $1.12K.
  • iShares S&P 500 Value ETF made up 0.02% of Gilpin Wealth Management's portfolio in Q2 2026, its #250 holding.
  • Gilpin Wealth Management first reported a position in iShares S&P 500 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Gilpin Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.