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Insight Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Insight Advisors’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 		$499K Sell
2,198
-903
-29% -$202K 0.09% 141
2026
Q1 		$655K Sell
3,101
-7,047
-69% -$1.53M 0.12% 111
2025
Q4 		$2.15M Sell
10,148
-613
-6% -$128K 0.33% 51
2025
Q3 		$2.22M Sell
10,761
-70
-0.6% -$14.1K 0.34% 50
2025
Q2 		$2.12M Buy
10,831
+8,171
+307% +$1.52M 0.34% 46
2025
Q1 		$507K Sell
2,660
-1
-0% -$194 0.09% 145
2024
Q4 		$507K Buy
2,661
+5
+0.2% +$992 0.09% 159
2024
Q3 		$524K Sell
2,656
-23
-0.9% -$4.37K 0.09% 156
2024
Q2 		$488K Sell
2,679
-299
-10% -$54.5K 0.09% 158
2024
Q1 		$556K Hold
2,978
– – 0.11% 145
2023
Q4 		$518K Sell
2,978
-26
-0.9% -$4.18K 0.11% 138
2023
Q3 		$462K Sell
3,004
-353
-11% -$57.1K 0.11% 148
2023
Q2 		$541K Sell
3,357
-102
-3% -$15.7K 0.12% 128
2023
Q1 		$525K Hold
3,459
– – 0.12% 132
2022
Q4 		$504K Sell
3,459
-100
-3% -$14.3K 0.18% 153
2022
Q3 		$457K Sell
3,559
-182
-5% -$25.8K 0.18% 147
2022
Q2 		$541K Sell
3,741
-15
-0.4% -$2.21K 0.18% 138
2022
Q1 		$585K Hold
3,756
– – 0.18% 147
2021
Q4 		$588K Hold
3,756
– – 0.17% 144
2021
Q3 		$576K Sell
3,756
-402
-10% -$59.9K 0.17% 148
2021
Q2 		$617K Sell
4,158
-312
-7% -$46K 0.19% 137
2021
Q1 		$654K Buy
4,470
+221
+5% +$29.8K 0.21% 128
2020
Q4 		$544K Buy
+4,249
New +$514K 0.21% 122

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Insight Advisors's IVE Position: Q2 2026 in Review

Insight Advisors reduced its iShares S&P 500 Value ETF (IVE) stake by 29% in Q2 2026, selling an estimated $202K and leaving 2,198 shares worth $499K. The position accounts for 0.09% of the portfolio, ranked #141.

Insight Advisors first reported a position in IVE in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.22M in Q3 2025. 1,766 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Insight Advisors held 2,198 shares of iShares S&P 500 Value ETF worth $499K as of Q2 2026.
  • Insight Advisors sold 903 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $202K.
  • iShares S&P 500 Value ETF made up 0.09% of Insight Advisors's portfolio in Q2 2026, its #141 holding.
  • Insight Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2020 and has held it in 23 quarters since.
  • Insight Advisors's iShares S&P 500 Value ETF position peaked at $2.22M in Q3 2025.
  • 1,766 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Insight Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.