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IFC & Insurance Marketing’s iShares S&P 500 Value ETF IVE Stock Holding History

IFC & Insurance Marketing’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 		– Sell
-202
Closed -$43K – 363
2025
Q4 		$43K Buy
+202
New +$42.3K 0.04% 184

Other funds holding IVE

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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

IFC & Insurance Marketing's IVE Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of iShares S&P 500 Value ETF (IVE) in Q1 2026, closing a stake of 202 shares — an estimated $43K sold.

IFC & Insurance Marketing first reported a position in IVE in Q4 2025 and held it in 1 quarter. The position peaked at $43K in Q4 2025. 1,716 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

  • IFC & Insurance Marketing reported no remaining iShares S&P 500 Value ETF position as of Q1 2026 after selling out during the quarter.
  • IFC & Insurance Marketing sold 202 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $43K.
  • IFC & Insurance Marketing first reported a position in iShares S&P 500 Value ETF in Q4 2025 and held it in 1 quarter.
  • IFC & Insurance Marketing's iShares S&P 500 Value ETF position peaked at $43K in Q4 2025.
  • 1,716 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.