Guyasuta Investment 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 | $480K | Hold |
2,112
| – | – | 0.02% | 186 |
|
|
2026
Q1 | $446K | Buy |
2,112
+128
| +6% | +$27.7K | 0.03% | 186 |
|
|
2025
Q4 | $421K | Hold |
1,984
| – | – | 0.02% | 181 |
|
|
2025
Q3 | $410K | Buy |
1,984
+127
| +7% | +$25.5K | 0.02% | 184 |
|
|
2025
Q2 | $363K | Hold |
1,857
| – | – | 0.02% | 186 |
|
|
2025
Q1 | $354K | Buy |
1,857
+15
| +0.8% | +$2.9K | 0.02% | 182 |
|
|
2024
Q4 | $352K | Hold |
1,842
| – | – | 0.02% | 192 |
|
|
2024
Q3 | $363K | Hold |
1,842
| – | – | 0.02% | 189 |
|
|
2024
Q2 | $320K | Hold |
1,842
| – | – | 0.02% | 181 |
|
|
2024
Q1 | $320K | Hold |
1,842
| – | – | 0.02% | 182 |
|
|
2023
Q4 | $320K | Hold |
1,842
| – | – | 0.02% | 182 |
|
|
2023
Q3 | $283K | Hold |
1,842
| – | – | 0.02% | 194 |
|
|
2023
Q2 | $297K | Hold |
1,842
| – | – | 0.02% | 198 |
|
|
2023
Q1 | $280K | Hold |
1,842
| – | – | 0.02% | 199 |
|
|
2022
Q4 | $267K | Hold |
1,842
| – | – | 0.02% | 197 |
|
|
2022
Q3 | $237K | Hold |
1,842
| – | – | 0.02% | 196 |
|
|
2022
Q2 | $253K | Hold |
1,842
| – | – | 0.02% | 229 |
|
|
2022
Q1 | $287K | Hold |
1,842
| – | – | 0.02% | 232 |
|
|
2021
Q4 | $289K | Hold |
1,842
| – | – | 0.02% | 232 |
|
|
2021
Q3 | $268K | Hold |
1,842
| – | – | 0.02% | 235 |
|
|
2021
Q2 | $272K | Hold |
1,842
| – | – | 0.02% | 229 |
|
|
2021
Q1 | $260K | Hold |
1,842
| – | – | 0.02% | 220 |
|
|
2020
Q4 | $236K | Hold |
1,842
| – | – | 0.02% | 213 |
|
|
2020
Q3 | $207K | Buy |
+1,842
| New | +$209K | 0.02% | 206 |
|
|
2020
Q1 | – | Sell |
-1,842
| Closed | -$240K | – | 198 |
|
|
2019
Q4 | $240K | Hold |
1,842
| – | – | 0.02% | 192 |
|
|
2019
Q3 | $219K | Hold |
1,842
| – | – | 0.02% | 194 |
|
|
2019
Q2 | $215K | Hold |
1,842
| – | – | 0.02% | 204 |
|
|
2019
Q1 | $208K | Buy |
+1,842
| New | +$202K | 0.02% | 197 |
|
|
2018
Q4 | – | Sell |
-1,967
| Closed | -$228K | – | 200 |
|
|
2018
Q3 | $228K | Sell |
1,967
-427
| -18% | -$49K | 0.02% | 202 |
|
|
2018
Q2 | $264K | Sell |
2,394
-45
| -2% | -$4.99K | 0.03% | 184 |
|
|
2018
Q1 | $267K | Hold |
2,439
| – | – | 0.03% | 186 |
|
|
2017
Q4 | $279K | Hold |
2,439
| – | – | 0.03% | 192 |
|
|
2017
Q3 | $263K | Hold |
2,439
| – | – | 0.03% | 189 |
|
|
2017
Q2 | $256K | Hold |
2,439
| – | – | 0.03% | 189 |
|
|
2017
Q1 | $254K | Hold |
2,439
| – | – | 0.03% | 190 |
|
|
2016
Q4 | $247K | Buy |
+2,439
| New | +$238K | 0.03% | 194 |
|
|
2016
Q3 | – | Sell |
-3,797
| Closed | -$352K | – | 216 |
|
|
2016
Q2 | $352K | Buy |
+3,797
| New | +$348K | 0.05% | 158 |
|
Other funds holding IVE
Guyasuta Investment Advisors's IVE Position: Q2 2026 in Review
Guyasuta Investment Advisors held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 2,112 shares worth $480K. The position accounts for 0.02% of the portfolio, ranked #186.
Guyasuta Investment Advisors first reported a position in IVE in Q2 2016 and has held it in 37 quarters since. 1,769 funds tracked by Wall St. Rank hold IVE as of Q2 2026.
- Guyasuta Investment Advisors held 2,112 shares of iShares S&P 500 Value ETF worth $480K as of Q2 2026.
- Guyasuta Investment Advisors left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
- iShares S&P 500 Value ETF made up 0.02% of Guyasuta Investment Advisors's portfolio in Q2 2026, its #186 holding.
- Guyasuta Investment Advisors first reported a position in iShares S&P 500 Value ETF in Q2 2016 and has held it in 37 quarters since.
- 1,769 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.
Based on Guyasuta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.