Ironwood Investment Counsel’s iShares S&P 500 Value ETF IVE Stock Holding History

Ironwood Investment Counsel’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 Q1	$421K	Sell	1,995 -50	-2%	-$10.8K	0.06%	188
2025 Q4	$434K	Hold	2,045	–	–	0.06%	184
2025 Q3	$422K	Sell	2,045 -1	-0%	-$201	0.06%	189
2025 Q2	$400K	Sell	2,046 -116	-5%	-$21.6K	0.06%	184
2025 Q1	$412K	Buy	2,162 +1	+0%	+$194	0.07%	173
2024 Q4	$413K	Buy	2,161 +165	+8%	+$32.7K	0.07%	176
2024 Q3	$394K	Buy	1,996 +1	+0.1%	+$190	0.07%	188
2024 Q2	$363K	Hold	1,995	–	–	0.06%	191
2024 Q1	$373K	Buy	1,995 +51	+3%	+$9.06K	0.07%	191
2023 Q4	$338K	Buy	1,944 +101	+5%	+$16.2K	0.06%	194
2023 Q3	$4.37M	Sell	1,843 -130	-7%	-$21K	0.92%	33
2023 Q2	$318K	Buy	1,973 +397	+25%	+$61.1K	0.07%	166
2023 Q1	$239K	Buy	+1,576	New	+$238K	0.06%	183
2022 Q2	–	Sell	-1,430	Closed	-$222K	–	203
2022 Q1	$222K	Hold	1,430	–	–	0.05%	192
2021 Q4	$224K	Hold	1,430	–	–	0.05%	191
2021 Q3	$207K	Buy	+1,430	New	+$213K	0.05%	193

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ironwood Investment Counsel's IVE Position: Q1 2026 in Review

Ironwood Investment Counsel reduced its iShares S&P 500 Value ETF (IVE) stake by 2.4% in Q1 2026, selling an estimated $10.8K and leaving 1,995 shares worth $421K. The position accounts for 0.06% of the portfolio, ranked #188.

Ironwood Investment Counsel first reported a position in IVE in Q3 2021 and has held it in 16 quarters since. The position peaked at $4.37M in Q3 2023. 1,707 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

Ironwood Investment Counsel held 1,995 shares of iShares S&P 500 Value ETF worth $421K as of Q1 2026.
Ironwood Investment Counsel sold 50 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $10.8K.
iShares S&P 500 Value ETF made up 0.06% of Ironwood Investment Counsel's portfolio in Q1 2026, its #188 holding.
Ironwood Investment Counsel first reported a position in iShares S&P 500 Value ETF in Q3 2021 and has held it in 16 quarters since.
Ironwood Investment Counsel's iShares S&P 500 Value ETF position peaked at $4.37M in Q3 2023.
1,707 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Ironwood Investment Counsel's 13F filing for Q1 2026, filed 7 May 2026.