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

Insight Inv LLC’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 		$85.4K Hold
376
– – 0.04% 97
2026
Q1 		$79.4K Hold
376
– – 0.04% 94
2025
Q4 		$79.7K Hold
376
– – 0.04% 99
2025
Q3 		$77.6K Hold
376
– – 0.05% 101
2025
Q2 		$73.5K Hold
376
– – 0.05% 101
2025
Q1 		$71.7K Hold
376
– – 0.05% 109
2024
Q4 		$71.8K Hold
376
– – 0.05% 106
2024
Q3 		$74.1K Hold
376
– – 0.06% 79
2024
Q2 		$68.4K Hold
376
– – 0.06% 79
2024
Q1 		$70.2K Hold
376
– – 0.06% 80
2023
Q4 		$65.4K Hold
376
– – 0.06% 78
2023
Q3 		$57.2K Hold
376
– – 0.06% 76
2023
Q2 		$60.6K Hold
376
– – 0.06% 79
2023
Q1 		$57.1K Hold
376
– – 0.06% 78
2022
Q4 		$54.5K Hold
376
– – 0.06% 84
2022
Q3 		$48K Hold
376
– – 0.05% 86
2022
Q2 		$52K Hold
376
– – 0.05% 112
2022
Q1 		$59K Hold
376
– – 0.05% 89
2021
Q4 		$59K Buy
+376
New +$57.2K 0.05% 94

Other funds holding IVE

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Insight Inv LLC's IVE Position: Q2 2026 in Review

Insight Inv LLC held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 376 shares worth $85.4K. The position accounts for 0.04% of the portfolio, ranked #97.

Insight Inv LLC first reported a position in IVE in Q4 2021 and has held it in 19 quarters since. 616 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Insight Inv LLC held 376 shares of iShares S&P 500 Value ETF worth $85.4K as of Q2 2026.
  • Insight Inv LLC left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Value ETF made up 0.04% of Insight Inv LLC's portfolio in Q2 2026, its #97 holding.
  • Insight Inv LLC first reported a position in iShares S&P 500 Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 616 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Insight Inv LLC's 13F filing for Q2 2026, filed 24 Jul 2026.