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 Q3	$85.8K	Hold	376	–	–	0.04%	94
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Insight Inv LLC's IVE Position: Q3 2026 in Review

Insight Inv LLC held its iShares S&P 500 Value ETF (IVE) position steady in Q3 2026 at 376 shares worth $85.8K. The position accounts for 0.04% of the portfolio, ranked #94.

Insight Inv LLC first reported a position in IVE in Q4 2021 and has held it in 20 quarters since. 1,270 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

Insight Inv LLC held 376 shares of iShares S&P 500 Value ETF worth $85.8K as of Q3 2026.
Insight Inv LLC left its iShares S&P 500 Value ETF share count unchanged in Q3 2026.
iShares S&P 500 Value ETF made up 0.04% of Insight Inv LLC's portfolio in Q3 2026, its #94 holding.
Insight Inv LLC first reported a position in iShares S&P 500 Value ETF in Q4 2021 and has held it in 20 quarters since.
1,270 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Insight Inv LLC's 13F filing for Q3 2026, filed 27 Oct 2026.