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

Kirtland Hills Capital Management’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	$333K	Buy	1,514 +88	+6%	+$19.1K	0.11%	138
2025 Q4	$302K	Hold	1,426	–	–	0.11%	138
2025 Q3	$294K	Hold	1,426	–	–	0.12%	136
2025 Q2	$279K	Hold	1,426	–	–	0.13%	130
2025 Q1	$253K	Hold	1,426	–	–	0.15%	126
2024 Q4	$272K	Hold	1,426	–	–	0.17%	115
2024 Q3	$281K	Buy	+1,426	New	+$271K	0.16%	115

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

Kirtland Hills Capital Management's IVE Position: Q1 2026 in Review

Kirtland Hills Capital Management increased its iShares S&P 500 Value ETF (IVE) stake by 6.2% in Q1 2026, buying an estimated $19.1K and bringing the position to 1,514 shares worth $333K. The position accounts for 0.11% of the portfolio, ranked #138.

Kirtland Hills Capital Management first reported a position in IVE in Q3 2024 and has held it in 7 quarters since. 1,707 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

Kirtland Hills Capital Management held 1,514 shares of iShares S&P 500 Value ETF worth $333K as of Q1 2026.
Kirtland Hills Capital Management bought 88 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $19.1K.
iShares S&P 500 Value ETF made up 0.11% of Kirtland Hills Capital Management's portfolio in Q1 2026, its #138 holding.
Kirtland Hills Capital Management first reported a position in iShares S&P 500 Value ETF in Q3 2024 and has held it in 7 quarters since.
1,707 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Kirtland Hills Capital Management's 13F filing for Q1 2026, filed 13 May 2026.