Gradient Capital Advisors’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 | $573K | Hold |
2,523
| – | – | 0.13% | 99 |
|
|
2026
Q1 | $533K | Hold |
2,523
| – | – | 0.14% | 100 |
|
|
2025
Q4 | $535K | Sell |
2,523
-67
| -3% | -$14K | 0.14% | 103 |
|
|
2025
Q3 | $535K | Hold |
2,590
| – | – | 0.14% | 101 |
|
|
2025
Q2 | $506K | Hold |
2,590
| – | – | 0.15% | 100 |
|
|
2025
Q1 | $494K | Hold |
2,590
| – | – | 0.16% | 95 |
|
|
2024
Q4 | $494K | Sell |
2,590
-169
| -6% | -$33.5K | 0.16% | 93 |
|
|
2024
Q3 | $544K | Hold |
2,759
| – | – | 0.18% | 87 |
|
|
2024
Q2 | $502K | Hold |
2,759
| – | – | 0.18% | 89 |
|
|
2024
Q1 | $515K | Buy |
2,759
+66
| +2% | +$11.7K | 0.19% | 89 |
|
|
2023
Q4 | $468K | Hold |
2,693
| – | – | 0.18% | 93 |
|
|
2023
Q3 | $414K | Hold |
2,693
| – | – | 0.17% | 94 |
|
|
2023
Q2 | $434K | Hold |
2,693
| – | – | 0.17% | 92 |
|
|
2023
Q1 | $409K | Hold |
2,693
| – | – | 0.17% | 92 |
|
|
2022
Q4 | $391K | Sell |
2,693
-20
| -0.7% | -$2.85K | 0.18% | 90 |
|
|
2022
Q3 | $349K | Hold |
2,713
| – | – | 0.17% | 93 |
|
|
2022
Q2 | $373K | Hold |
2,713
| – | – | 0.18% | 88 |
|
|
2022
Q1 | $422K | Hold |
2,713
| – | – | 0.18% | 88 |
|
|
2021
Q4 | $425K | Hold |
2,713
| – | – | 0.18% | 86 |
|
|
2021
Q3 | $395K | Hold |
2,713
| – | – | 0.18% | 88 |
|
|
2021
Q2 | $401K | Hold |
2,713
| – | – | 0.19% | 86 |
|
|
2021
Q1 | $383K | Hold |
2,713
| – | – | 0.2% | 86 |
|
|
2020
Q4 | $347K | Hold |
2,713
| – | – | 0.2% | 80 |
|
|
2020
Q3 | $305K | Hold |
2,713
| – | – | 0.19% | 83 |
|
|
2020
Q2 | $294K | Hold |
2,713
| – | – | 0.2% | 82 |
|
|
2020
Q1 | $261K | Hold |
2,713
| – | – | 0.21% | 81 |
|
|
2019
Q4 | $353K | Hold |
2,713
| – | – | 0.25% | 74 |
|
|
2019
Q3 | $323K | Hold |
2,713
| – | – | 0.24% | 73 |
|
|
2019
Q2 | $316K | Sell |
2,713
-480
| -15% | -$55K | 0.24% | 70 |
|
|
2019
Q1 | $360K | Hold |
3,193
| – | – | 0.29% | 67 |
|
|
2018
Q4 | $323K | Sell |
3,193
-403
| -11% | -$44.1K | 0.28% | 66 |
|
|
2018
Q3 | $417K | Hold |
3,596
| – | – | 0.35% | 58 |
|
|
2018
Q2 | $396K | Hold |
3,596
| – | – | 0.37% | 53 |
|
|
2018
Q1 | $393K | Hold |
3,596
| – | – | 0.39% | 50 |
|
|
2017
Q4 | $411K | Buy |
+3,596
| New | +$398K | 0.42% | 46 |
|
Other funds holding IVE
Gradient Capital Advisors's IVE Position: Q2 2026 in Review
Gradient Capital Advisors held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 2,523 shares worth $573K. The position accounts for 0.13% of the portfolio, ranked #99.
Gradient Capital Advisors first reported a position in IVE in Q4 2017 and has held it in 35 quarters since. 1,766 funds tracked by Wall St. Rank hold IVE as of Q2 2026.
- Gradient Capital Advisors held 2,523 shares of iShares S&P 500 Value ETF worth $573K as of Q2 2026.
- Gradient Capital Advisors left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
- iShares S&P 500 Value ETF made up 0.13% of Gradient Capital Advisors's portfolio in Q2 2026, its #99 holding.
- Gradient Capital Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2017 and has held it in 35 quarters since.
- 1,766 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.
Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.