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May Barnhard Investments’s iShares S&P 500 Value ETF IVE Stock Holding History

May Barnhard Investments’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 		$2.58M Buy
11,372
+4
+0% +$893 1.04% 32
2026
Q1 		$2.4M Sell
11,368
-36
-0.3% -$7.79K 1.17% 29
2025
Q4 		$2.42M Buy
11,404
+27
+0.2% +$5.66K 1.14% 30
2025
Q3 		$2.35M Buy
11,377
+25
+0.2% +$5.02K 1.09% 31
2025
Q2 		$2.22M Buy
11,352
+34
+0.3% +$6.33K 1.04% 30
2025
Q1 		$2.16M Sell
11,318
-2,435
-18% -$471K 1.08% 30
2024
Q4 		$2.63M Buy
13,753
+9
+0.1% +$1.78K 1.25% 28
2024
Q3 		$2.71M Sell
13,744
-640
-4% -$122K 1.32% 26
2024
Q2 		$2.62M Buy
14,384
+63
+0.4% +$11.5K 1.35% 28
2024
Q1 		$2.68M Sell
14,321
-379
-3% -$67.4K 1.34% 26
2023
Q4 		$2.56M Buy
+14,700
New +$2.36M 1.31% 27

Other funds holding IVE

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return

May Barnhard Investments's IVE Position: Q2 2026 in Review

May Barnhard Investments increased its iShares S&P 500 Value ETF (IVE) stake by 0.04% in Q2 2026, buying an estimated $893 and bringing the position to 11,372 shares worth $2.58M. The position accounts for 1.04% of the portfolio, ranked #32.

May Barnhard Investments first reported a position in IVE in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.71M in Q3 2024. 911 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • May Barnhard Investments held 11,372 shares of iShares S&P 500 Value ETF worth $2.58M as of Q2 2026.
  • May Barnhard Investments bought 4 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $893.
  • iShares S&P 500 Value ETF made up 1.04% of May Barnhard Investments's portfolio in Q2 2026, its #32 holding.
  • May Barnhard Investments first reported a position in iShares S&P 500 Value ETF in Q4 2023 and has held it in 11 quarters since.
  • May Barnhard Investments's iShares S&P 500 Value ETF position peaked at $2.71M in Q3 2024.
  • 911 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on May Barnhard Investments's 13F filing for Q2 2026, filed 21 Jul 2026.