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