Hara Capital’s iShares S&P 500 Value ETF IVE Stock Holding History

Hara Capital’s Portfolio IVE Stock Details IVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$493K	Hold	2,335	–	–	0.25%	93
2025 Q4	$495K	Hold	2,335	–	–	0.28%	92
2025 Q3	$482K	Hold	2,335	–	–	0.28%	83
2025 Q2	$456K	Hold	2,335	–	–	0.28%	82
2025 Q1	$445K	Sell	2,335 -2,335	-50%	-$452K	0.3%	82
2024 Q4	$891K	Buy	4,670 +2,335	+100%	+$463K	0.29%	85
2024 Q3	$460K	Hold	2,335	–	–	0.29%	79
2024 Q2	$425K	Sell	2,335 -240	-9%	-$43.7K	0.27%	87
2024 Q1	$481K	Hold	2,575	–	–	0.29%	82
2023 Q4	$448K	Buy	+2,575	New	+$414K	0.32%	75

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Hara Capital's IVE Position: Q1 2026 in Review

Hara Capital held its iShares S&P 500 Value ETF (IVE) position steady in Q1 2026 at 2,335 shares worth $493K. The position accounts for 0.25% of the portfolio, ranked #93.

Hara Capital first reported a position in IVE in Q4 2023 and has held it in 10 quarters since. The position peaked at $891K in Q4 2024. 1,705 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

Hara Capital held 2,335 shares of iShares S&P 500 Value ETF worth $493K as of Q1 2026.
Hara Capital left its iShares S&P 500 Value ETF share count unchanged in Q1 2026.
iShares S&P 500 Value ETF made up 0.25% of Hara Capital's portfolio in Q1 2026, its #93 holding.
Hara Capital first reported a position in iShares S&P 500 Value ETF in Q4 2023 and has held it in 10 quarters since.
Hara Capital's iShares S&P 500 Value ETF position peaked at $891K in Q4 2024.
1,705 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Hara Capital's 13F filing for Q1 2026, filed 14 May 2026.