Global Assets Advisory’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
Global Assets Advisory's IVE Position: Q2 2026 in Review
Global Assets Advisory sold out of iShares S&P 500 Value ETF (IVE) in Q2 2026, closing a stake of 363 shares — an estimated $76.6K sold.
Global Assets Advisory first reported a position in IVE in Q1 2024 and held it in 3 quarters. The position peaked at $277K in Q2 2025. 1,766 funds tracked by Wall St. Rank hold IVE as of Q2 2026.
- Global Assets Advisory reported no remaining iShares S&P 500 Value ETF position as of Q2 2026 after selling out during the quarter.
- Global Assets Advisory sold 363 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $76.6K.
- Global Assets Advisory first reported a position in iShares S&P 500 Value ETF in Q1 2024 and held it in 3 quarters.
- Global Assets Advisory's iShares S&P 500 Value ETF position peaked at $277K in Q2 2025.
- 1,766 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.
Based on Global Assets Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.