Global Financial Private Client’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
Global Financial Private Client's IVE Position: Q2 2026 in Review
Global Financial Private Client reduced its iShares S&P 500 Value ETF (IVE) stake by 27% in Q2 2026, selling an estimated $115K and leaving 1,407 shares worth $319K. The position accounts for 0.09% of the portfolio, ranked #204.
Global Financial Private Client first reported a position in IVE in Q4 2019 and has held it in 13 quarters since. The position peaked at $406K in Q1 2026. 1,769 funds tracked by Wall St. Rank hold IVE as of Q2 2026.
- Global Financial Private Client held 1,407 shares of iShares S&P 500 Value ETF worth $319K as of Q2 2026.
- Global Financial Private Client sold 516 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $115K.
- iShares S&P 500 Value ETF made up 0.09% of Global Financial Private Client's portfolio in Q2 2026, its #204 holding.
- Global Financial Private Client first reported a position in iShares S&P 500 Value ETF in Q4 2019 and has held it in 13 quarters since.
- Global Financial Private Client's iShares S&P 500 Value ETF position peaked at $406K in Q1 2026.
- 1,769 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.
Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.