Keating Financial Advisory Services’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
Keating Financial Advisory Services's IVE Position: Q2 2026 in Review
Keating Financial Advisory Services increased its iShares S&P 500 Value ETF (IVE) stake by 13% in Q2 2026, buying an estimated $4.91K and bringing the position to 192 shares worth $43.6K. The position accounts for 0.01% of the portfolio, ranked #717.
Keating Financial Advisory Services first reported a position in IVE in Q4 2025 and has held it in 3 quarters since. 1,764 funds tracked by Wall St. Rank hold IVE as of Q2 2026.
- Keating Financial Advisory Services held 192 shares of iShares S&P 500 Value ETF worth $43.6K as of Q2 2026.
- Keating Financial Advisory Services bought 22 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $4.91K.
- iShares S&P 500 Value ETF made up 0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #717 holding.
- Keating Financial Advisory Services first reported a position in iShares S&P 500 Value ETF in Q4 2025 and has held it in 3 quarters since.
- 1,764 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.
Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.