GM Advisory Group’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
GM Advisory Group's IVE Position: Q1 2026 in Review
GM Advisory Group reduced its iShares S&P 500 Value ETF (IVE) stake by 33% in Q1 2026, selling an estimated $222K and leaving 2,128 shares worth $449K. The position accounts for 0.02% of the portfolio, ranked #247.
GM Advisory Group first reported a position in IVE in Q4 2024 and has held it in 6 quarters since. The position peaked at $669K in Q4 2025. 1,704 funds tracked by Wall St. Rank hold IVE as of Q1 2026.
- GM Advisory Group held 2,128 shares of iShares S&P 500 Value ETF worth $449K as of Q1 2026.
- GM Advisory Group sold 1,025 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $222K.
- iShares S&P 500 Value ETF made up 0.02% of GM Advisory Group's portfolio in Q1 2026, its #247 holding.
- GM Advisory Group first reported a position in iShares S&P 500 Value ETF in Q4 2024 and has held it in 6 quarters since.
- GM Advisory Group's iShares S&P 500 Value ETF position peaked at $669K in Q4 2025.
- 1,704 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.
Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.