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Investors Research Corp’s iShares S&P 500 Value ETF IVE Stock Holding History

Investors Research Corp’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 		$4.79K Sell
21
-20
-49% -$4.67K ﹤0.01% 611
2026
Q2 		$9.31K Hold
41
– – ﹤0.01% 543
2026
Q1 		$8.66K Hold
41
– – ﹤0.01% 553
2025
Q4 		$8.7K Sell
41
-40
-49% -$8.38K ﹤0.01% 633
2025
Q3 		$16.7K Buy
+81
New +$16.3K ﹤0.01% 583
2021
Q1 		– Sell
-50
Closed -$6K – 1015
2020
Q4 		$6K Hold
50
– – ﹤0.01% 913
2020
Q3 		$6K Hold
50
– – ﹤0.01% 900
2020
Q2 		$5K Hold
50
– – ﹤0.01% 910
2020
Q1 		$5K Hold
50
– – ﹤0.01% 888
2019
Q4 		$7K Hold
50
– – ﹤0.01% 897
2019
Q3 		$6K Hold
50
– – ﹤0.01% 916
2019
Q2 		$6K Hold
50
– – ﹤0.01% 864
2019
Q1 		$6K Buy
+50
New +$5.49K ﹤0.01% 846

Other funds holding IVE

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
SA
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Investors Research Corp's IVE Position: Q3 2026 in Review

Investors Research Corp reduced its iShares S&P 500 Value ETF (IVE) stake by 49% in Q3 2026, selling an estimated $4.67K and leaving 21 shares worth $4.79K. The position accounts for ﹤0.01% of the portfolio, ranked #611.

Investors Research Corp first reported a position in IVE in Q1 2019 and has held it in 13 quarters since. The position peaked at $16.7K in Q3 2025. 95 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

  • Investors Research Corp held 21 shares of iShares S&P 500 Value ETF worth $4.79K as of Q3 2026.
  • Investors Research Corp sold 20 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $4.67K.
  • iShares S&P 500 Value ETF made up ﹤0.01% of Investors Research Corp's portfolio in Q3 2026, its #611 holding.
  • Investors Research Corp first reported a position in iShares S&P 500 Value ETF in Q1 2019 and has held it in 13 quarters since.
  • Investors Research Corp's iShares S&P 500 Value ETF position peaked at $16.7K in Q3 2025.
  • 95 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.