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: Q1 2026 in Review
Insigneo Advisory Services increased its iShares S&P 500 Value ETF (IVE) stake by 4.6% in Q1 2026, buying an estimated $41.1K and bringing the position to 4,291 shares worth $906K. The position accounts for 0.06% of the portfolio, ranked #232.
Insigneo Advisory Services first reported a position in IVE in Q4 2024 and has held it in 6 quarters since. 1,705 funds tracked by Wall St. Rank hold IVE as of Q1 2026.
- Insigneo Advisory Services held 4,291 shares of iShares S&P 500 Value ETF worth $906K as of Q1 2026.
- Insigneo Advisory Services bought 190 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $41.1K.
- iShares S&P 500 Value ETF made up 0.06% of Insigneo Advisory Services's portfolio in Q1 2026, its #232 holding.
- Insigneo Advisory Services first reported a position in iShares S&P 500 Value ETF in Q4 2024 and has held it in 6 quarters since.
- 1,705 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.
Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.