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 Q2	$417K	Sell	1,835 -500	-21%	-$112K	0.22%	98
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	Hold	2,335	–	–	0.3%	82
2024 Q4	$446K	Hold	2,335	–	–	0.28%	86
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 $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Hara Capital's IVE Position: Q2 2026 in Review

Hara Capital reduced its iShares S&P 500 Value ETF (IVE) stake by 21% in Q2 2026, selling an estimated $112K and leaving 1,835 shares worth $417K. The position accounts for 0.22% of the portfolio, ranked #98.

Hara Capital first reported a position in IVE in Q4 2023 and has held it in 11 quarters since. The position peaked at $495K in Q4 2025. 1,769 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Hara Capital held 1,835 shares of iShares S&P 500 Value ETF worth $417K as of Q2 2026.
Hara Capital sold 500 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $112K.
iShares S&P 500 Value ETF made up 0.22% of Hara Capital's portfolio in Q2 2026, its #98 holding.
Hara Capital first reported a position in iShares S&P 500 Value ETF in Q4 2023 and has held it in 11 quarters since.
Hara Capital's iShares S&P 500 Value ETF position peaked at $495K in Q4 2025.
1,769 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Hara Capital's 13F filing for Q2 2026, filed 11 Aug 2026.