Macroview Investment 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
Q1 | $469K | Sell |
2,219
-95
| -4% | -$20.6K | 0.33% | 57 |
|
|
2025
Q4 | $491K | Buy |
2,314
+77
| +3% | +$16.1K | 0.34% | 60 |
|
|
2025
Q3 | $462K | Buy |
2,237
+181
| +9% | +$36.4K | 0.34% | 60 |
|
|
2025
Q2 | $402K | Buy |
2,056
+310
| +18% | +$57.7K | 0.33% | 56 |
|
|
2025
Q1 | $333K | Sell |
1,746
-24
| -1% | -$4.64K | 0.31% | 60 |
|
|
2024
Q4 | $338K | Buy |
1,770
+95
| +6% | +$18.8K | 0.34% | 56 |
|
|
2024
Q3 | $330K | Buy |
1,675
+127
| +8% | +$24.1K | 0.32% | 56 |
|
|
2024
Q2 | $282K | Buy |
1,548
+105
| +7% | +$19.1K | 0.3% | 59 |
|
|
2024
Q1 | $270K | Buy |
1,443
+115
| +9% | +$20.4K | 0.3% | 63 |
|
|
2023
Q4 | $231K | Buy |
1,328
+158
| +14% | +$25.4K | 0.27% | 66 |
|
|
2023
Q3 | $180K | Buy |
1,170
+39
| +3% | +$6.3K | 0.24% | 63 |
|
|
2023
Q2 | $182K | Buy |
1,131
+103
| +10% | +$15.8K | 0.28% | 51 |
|
|
2023
Q1 | $156K | Buy |
1,028
+842
| +453% | +$127K | 0.25% | 53 |
|
|
2022
Q4 | $26.9K | Buy |
186
+3
| +2% | +$428 | 0.05% | 119 |
|
|
2022
Q3 | $24K | Hold |
183
| – | – | 0.04% | 109 |
|
|
2022
Q2 | $25K | Buy |
183
+1
| +0.5% | +$148 | 0.04% | 119 |
|
|
2022
Q1 | $28K | Hold |
182
| – | – | 0.04% | 121 |
|
|
2021
Q4 | $28K | Sell |
182
-118
| -39% | -$17.9K | 0.04% | 118 |
|
|
2021
Q3 | $44K | Hold |
300
| – | – | 0.06% | 95 |
|
|
2021
Q2 | $44K | Sell |
300
-100
| -25% | -$14.7K | 0.06% | 98 |
|
|
2021
Q1 | $57K | Hold |
400
| – | – | 0.08% | 81 |
|
|
2020
Q4 | $51K | Buy |
400
+2
| +0.5% | +$242 | 0.08% | 81 |
|
|
2020
Q3 | $45K | Buy |
398
+16
| +4% | +$1.81K | 0.08% | 77 |
|
|
2020
Q2 | $41K | Buy |
382
+16
| +4% | +$1.7K | 0.09% | 76 |
|
|
2020
Q1 | $35K | Buy |
366
+161
| +79% | +$19.2K | 0.07% | 78 |
|
|
2019
Q4 | $27K | Buy |
205
+45
| +28% | +$5.6K | 0.06% | 93 |
|
|
2019
Q3 | $19K | Hold |
160
| – | – | 0.04% | 117 |
|
|
2019
Q2 | $19K | Hold |
160
| – | – | 0.05% | 122 |
|
|
2019
Q1 | $18K | Hold |
160
| – | – | 0.04% | 127 |
|
|
2018
Q4 | $16K | Hold |
160
| – | – | 0.05% | 117 |
|
|
2018
Q3 | $19K | Hold |
160
| – | – | 0.06% | 112 |
|
|
2018
Q2 | $18K | Hold |
160
| – | – | 0.06% | 104 |
|
|
2018
Q1 | $17K | Hold |
160
| – | – | 0.06% | 92 |
|
|
2017
Q4 | $18K | Hold |
160
| – | – | 0.09% | 65 |
|
|
2017
Q3 | $17K | Hold |
160
| – | – | 0.08% | 72 |
|
|
2017
Q2 | $17K | Hold |
160
| – | – | 0.09% | 70 |
|
|
2017
Q1 | $17K | Hold |
160
| – | – | 0.1% | 56 |
|
|
2016
Q4 | $16K | Hold |
160
| – | – | 0.09% | 57 |
|
|
2016
Q3 | $15K | Buy |
+160
| New | +$15.2K | 0.07% | 56 |
|
Other funds holding IVE
Macroview Investment Management's IVE Position: Q1 2026 in Review
Macroview Investment Management reduced its iShares S&P 500 Value ETF (IVE) stake by 4.1% in Q1 2026, selling an estimated $20.6K and leaving 2,219 shares worth $469K. The position accounts for 0.33% of the portfolio, ranked #57.
Macroview Investment Management first reported a position in IVE in Q3 2016 and has held it in 39 quarters since. The position peaked at $491K in Q4 2025. 1,704 funds tracked by Wall St. Rank hold IVE as of Q1 2026.
- Macroview Investment Management held 2,219 shares of iShares S&P 500 Value ETF worth $469K as of Q1 2026.
- Macroview Investment Management sold 95 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $20.6K.
- iShares S&P 500 Value ETF made up 0.33% of Macroview Investment Management's portfolio in Q1 2026, its #57 holding.
- Macroview Investment Management first reported a position in iShares S&P 500 Value ETF in Q3 2016 and has held it in 39 quarters since.
- Macroview Investment Management's iShares S&P 500 Value ETF position peaked at $491K in Q4 2025.
- 1,704 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.
Based on Macroview Investment Management's 13F filing for Q1 2026, filed 8 May 2026.