Madson Wealth Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
Madson Wealth Advisors's IVE Position: Q2 2026 in Review
Madson Wealth Advisors reduced its iShares S&P 500 Value ETF (IVE) stake by 39% in Q2 2026, selling an estimated $432K and leaving 2,982 shares worth $677K. The position accounts for 0.46% of the portfolio, ranked #38.
Madson Wealth Advisors first reported a position in IVE in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.04M in Q1 2026. 1,757 funds tracked by Wall St. Rank hold IVE as of Q2 2026.
- Madson Wealth Advisors held 2,982 shares of iShares S&P 500 Value ETF worth $677K as of Q2 2026.
- Madson Wealth Advisors sold 1,934 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $432K.
- iShares S&P 500 Value ETF made up 0.46% of Madson Wealth Advisors's portfolio in Q2 2026, its #38 holding.
- Madson Wealth Advisors first reported a position in iShares S&P 500 Value ETF in Q1 2026 and has held it in 2 quarters since.
- Madson Wealth Advisors's iShares S&P 500 Value ETF position peaked at $1.04M in Q1 2026.
- 1,757 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.
Based on Madson Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.