Insigneo Advisory Services’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
Insigneo Advisory Services's IVE Position: Q2 2026 in Review
Insigneo Advisory Services reduced its iShares S&P 500 Value ETF (IVE) stake by 16% in Q2 2026, selling an estimated $152K and leaving 3,609 shares worth $819K. The position accounts for 0.03% of the portfolio, ranked #354.
Insigneo Advisory Services first reported a position in IVE in Q4 2024 and has held it in 7 quarters since. The position peaked at $906K in Q1 2026. 1,769 funds tracked by Wall St. Rank hold IVE as of Q2 2026.
- Insigneo Advisory Services held 3,609 shares of iShares S&P 500 Value ETF worth $819K as of Q2 2026.
- Insigneo Advisory Services sold 682 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $152K.
- iShares S&P 500 Value ETF made up 0.03% of Insigneo Advisory Services's portfolio in Q2 2026, its #354 holding.
- Insigneo Advisory Services first reported a position in iShares S&P 500 Value ETF in Q4 2024 and has held it in 7 quarters since.
- Insigneo Advisory Services's iShares S&P 500 Value ETF position peaked at $906K in Q1 2026.
- 1,769 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.
Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.