IHT Wealth Management’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
Q1 | $4.04M | Buy |
19,113
+3,047
| +19% | +$660K | 0.09% | 220 |
|
|
2025
Q4 | $3.41M | Sell |
16,066
-531
| -3% | -$111K | 0.08% | 241 |
|
|
2025
Q3 | $3.43M | Buy |
16,597
+192
| +1% | +$38.6K | 0.09% | 232 |
|
|
2025
Q2 | $3.21M | Sell |
16,405
-1,211
| -7% | -$226K | 0.09% | 223 |
|
|
2025
Q1 | $3.36M | Sell |
17,616
-48,068
| -73% | -$9.3M | 0.1% | 195 |
|
|
2024
Q4 | $12.5M | Sell |
65,684
-2,795
| -4% | -$554K | 0.4% | 54 |
|
|
2024
Q3 | $13.5M | Buy |
68,479
+28,670
| +72% | +$5.45M | 0.38% | 52 |
|
|
2024
Q2 | $7.25M | Sell |
39,809
-2,487
| -6% | -$453K | 0.27% | 71 |
|
|
2024
Q1 | $7.9M | Buy |
42,296
+31,974
| +310% | +$5.68M | 0.32% | 64 |
|
|
2023
Q4 | $1.79M | Buy |
10,322
+255
| +3% | +$41K | 0.08% | 241 |
|
|
2023
Q3 | $1.55M | Sell |
10,067
-405
| -4% | -$65.5K | 0.08% | 247 |
|
|
2023
Q2 | $1.69M | Buy |
10,472
+1,476
| +16% | +$227K | 0.09% | 213 |
|
|
2023
Q1 | $1.37M | Buy |
8,996
+265
| +3% | +$40K | 0.08% | 242 |
|
|
2022
Q4 | $1.27M | Sell |
8,731
-817
| -9% | -$117K | 0.08% | 251 |
|
|
2022
Q3 | $1.23M | Buy |
9,548
+1,519
| +19% | +$215K | 0.09% | 236 |
|
|
2022
Q2 | $1.1M | Buy |
8,029
+189
| +2% | +$27.9K | 0.1% | 221 |
|
|
2022
Q1 | $1.22M | Sell |
7,840
-101
| -1% | -$15.5K | 0.09% | 222 |
|
|
2021
Q4 | $1.24M | Buy |
7,941
+9
| +0.1% | +$1.37K | 0.09% | 218 |
|
|
2021
Q3 | $1.15M | Sell |
7,932
-1,159
| -13% | -$173K | 0.09% | 222 |
|
|
2021
Q2 | $1.34M | Buy |
9,091
+17
| +0.2% | +$2.5K | 0.09% | 257 |
|
|
2021
Q1 | $1.28M | Sell |
9,074
-4,504
| -33% | -$606K | 0.09% | 224 |
|
|
2020
Q4 | $1.74M | Sell |
13,578
-127
| -0.9% | -$15.4K | 0.14% | 153 |
|
|
2020
Q3 | $1.54M | Sell |
13,705
-232
| -2% | -$26.3K | 0.15% | 139 |
|
|
2020
Q2 | $1.51M | Sell |
13,937
-9,409
| -40% | -$998K | 0.21% | 110 |
|
|
2020
Q1 | $2.25M | Sell |
23,346
-8,779
| -27% | -$1.04M | 0.32% | 76 |
|
|
2019
Q4 | $4.18M | Sell |
32,125
-815
| -2% | -$101K | 0.49% | 41 |
|
|
2019
Q3 | $3.92M | Sell |
32,940
-387
| -1% | -$45.4K | 0.53% | 35 |
|
|
2019
Q2 | $3.88M | Buy |
33,327
+3,397
| +11% | +$389K | 0.56% | 30 |
|
|
2019
Q1 | $3.37M | Buy |
29,930
+11,580
| +63% | +$1.27M | 0.56% | 29 |
|
|
2018
Q4 | $1.86M | Buy |
18,350
+5,864
| +47% | +$642K | 0.36% | 71 |
|
|
2018
Q3 | $1.45M | Buy |
12,486
+1,362
| +12% | +$156K | 0.31% | 87 |
|
|
2018
Q2 | $1.23M | Buy |
11,124
+2,776
| +33% | +$308K | 0.31% | 87 |
|
|
2018
Q1 | $894K | Buy |
8,348
+4,246
| +104% | +$485K | 0.24% | 107 |
|
|
2017
Q4 | $478K | Buy |
4,102
+1,986
| +94% | +$220K | 0.13% | 204 |
|
|
2017
Q3 | $230K | Sell |
2,116
-20
| -0.9% | -$2.12K | 0.1% | 222 |
|
|
2017
Q2 | $303 | Buy |
+2,136
| New | +$223K | 0.15% | 174 |
|
Other funds holding IVE
IHT Wealth Management's IVE Position: Q1 2026 in Review
IHT Wealth Management increased its iShares S&P 500 Value ETF (IVE) stake by 19% in Q1 2026, buying an estimated $660K and bringing the position to 19,113 shares worth $4.04M. The position accounts for 0.09% of the portfolio, ranked #220.
IHT Wealth Management first reported a position in IVE in Q2 2017 and has held it in 36 quarters since. The position peaked at $13.5M in Q3 2024. 1,704 funds tracked by Wall St. Rank hold IVE as of Q1 2026.
- IHT Wealth Management held 19,113 shares of iShares S&P 500 Value ETF worth $4.04M as of Q1 2026.
- IHT Wealth Management bought 3,047 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $660K.
- iShares S&P 500 Value ETF made up 0.09% of IHT Wealth Management's portfolio in Q1 2026, its #220 holding.
- IHT Wealth Management first reported a position in iShares S&P 500 Value ETF in Q2 2017 and has held it in 36 quarters since.
- IHT Wealth Management's iShares S&P 500 Value ETF position peaked at $13.5M in Q3 2024.
- 1,704 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.
Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.