Kathmere Capital Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$480K Buy
2,113
+2
+0.1% +$447 0.03% 407
2026
Q1
$446K Buy
+2,111
New +$457K 0.03% 379

Other funds holding IVE

Kathmere Capital Management's IVE Position: Q2 2026 in Review

Kathmere Capital Management increased its iShares S&P 500 Value ETF (IVE) stake by 0.09% in Q2 2026, buying an estimated $447 and bringing the position to 2,113 shares worth $480K. The position accounts for 0.03% of the portfolio, ranked #407.

Kathmere Capital Management first reported a position in IVE in Q1 2026 and has held it in 2 quarters since. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Kathmere Capital Management held 2,113 shares of iShares S&P 500 Value ETF worth $480K as of Q2 2026.
  • Kathmere Capital Management bought 2 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $447.
  • iShares S&P 500 Value ETF made up 0.03% of Kathmere Capital Management's portfolio in Q2 2026, its #407 holding.
  • Kathmere Capital Management first reported a position in iShares S&P 500 Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.