Kendall Capital Management’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
Kendall Capital Management's IVE Position: Q2 2026 in Review
Kendall Capital Management reduced its iShares S&P 500 Value ETF (IVE) stake by 2.3% in Q2 2026, selling an estimated $7.37K and leaving 1,414 shares worth $321K. The position accounts for 0.05% of the portfolio, ranked #199.
Kendall Capital Management first reported a position in IVE in Q3 2025 and has held it in 4 quarters since. 1,769 funds tracked by Wall St. Rank hold IVE as of Q2 2026.
- Kendall Capital Management held 1,414 shares of iShares S&P 500 Value ETF worth $321K as of Q2 2026.
- Kendall Capital Management sold 33 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $7.37K.
- iShares S&P 500 Value ETF made up 0.05% of Kendall Capital Management's portfolio in Q2 2026, its #199 holding.
- Kendall Capital Management first reported a position in iShares S&P 500 Value ETF in Q3 2025 and has held it in 4 quarters since.
- 1,769 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.
Based on Kendall Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.