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

Inscription 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	$219K	Buy	964 +4	+0.4%	+$893	0.02%	664
2026 Q1	$203K	Buy	960 +3	+0.3%	+$650	0.02%	621
2025 Q4	$203K	Buy	+957	New	+$201K	0.02%	612
2019 Q2	–	Sell	-474	Closed	-$53K	–	171
2019 Q1	$53K	Hold	474	–	–	0.03%	187
2018 Q4	$48K	Buy	+474	New	+$51.9K	0.03%	198

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Inscription Capital's IVE Position: Q2 2026 in Review

Inscription Capital increased its iShares S&P 500 Value ETF (IVE) stake by 0.42% in Q2 2026, buying an estimated $893 and bringing the position to 964 shares worth $219K. The position accounts for 0.02% of the portfolio, ranked #664.

Inscription Capital first reported a position in IVE in Q4 2018 and has held it in 5 quarters since. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Inscription Capital held 964 shares of iShares S&P 500 Value ETF worth $219K as of Q2 2026.
Inscription Capital bought 4 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $893.
iShares S&P 500 Value ETF made up 0.02% of Inscription Capital's portfolio in Q2 2026, its #664 holding.
Inscription Capital first reported a position in iShares S&P 500 Value ETF in Q4 2018 and has held it in 5 quarters since.
1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

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