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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
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

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
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
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Investors Research Corp's IVE Position: Q2 2026 in Review

Investors Research Corp held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 41 shares worth $9.31K. The position accounts for ﹤0.01% of the portfolio, ranked #543.

Investors Research Corp first reported a position in IVE in Q1 2019 and has held it in 12 quarters since. The position peaked at $16.7K in Q3 2025. 439 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Investors Research Corp held 41 shares of iShares S&P 500 Value ETF worth $9.31K as of Q2 2026.
  • Investors Research Corp left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Value ETF made up ﹤0.01% of Investors Research Corp's portfolio in Q2 2026, its #543 holding.
  • Investors Research Corp first reported a position in iShares S&P 500 Value ETF in Q1 2019 and has held it in 12 quarters since.
  • Investors Research Corp's iShares S&P 500 Value ETF position peaked at $16.7K in Q3 2025.
  • 439 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.