Kickstand Ventures’s iShares S&P 500 Value ETF IVE Stock Holding History

Kickstand Ventures’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	$4.82M	Sell	21,242 -978	-4%	-$218K	0.88%	34
2026 Q1	$4.69M	Buy	22,220 +1,347	+6%	+$292K	0.99%	31
2025 Q4	$4.43M	Buy	20,873 +3,780	+22%	+$792K	0.93%	31
2025 Q3	$3.53M	Buy	17,093 +198	+1%	+$39.8K	0.78%	36
2025 Q2	$3.3M	Sell	16,895 -661	-4%	-$123K	0.77%	36
2025 Q1	$3.35M	Buy	17,556 +3,187	+22%	+$617K	0.86%	35
2024 Q4	$2.74M	Buy	14,369 +10	+0.1%	+$1.98K	0.7%	38
2024 Q3	$2.83M	Sell	14,359 -1,354	-9%	-$257K	0.72%	35
2024 Q2	$2.86M	Buy	15,713 +4,477	+40%	+$815K	0.78%	33
2024 Q1	$2.1M	Buy	+11,236	New	+$2M	0.59%	36

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Kickstand Ventures's IVE Position: Q2 2026 in Review

Kickstand Ventures reduced its iShares S&P 500 Value ETF (IVE) stake by 4.4% in Q2 2026, selling an estimated $218K and leaving 21,242 shares worth $4.82M. The position accounts for 0.88% of the portfolio, ranked #34.

Kickstand Ventures first reported a position in IVE in Q1 2024 and has held it in 10 quarters since. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Kickstand Ventures held 21,242 shares of iShares S&P 500 Value ETF worth $4.82M as of Q2 2026.
Kickstand Ventures sold 978 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $218K.
iShares S&P 500 Value ETF made up 0.88% of Kickstand Ventures's portfolio in Q2 2026, its #34 holding.
Kickstand Ventures first reported a position in iShares S&P 500 Value ETF in Q1 2024 and has held it in 10 quarters since.
1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Kickstand Ventures's 13F filing for Q2 2026, filed 30 Jul 2026.