McDonald Partners’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
McDonald Partners's IVE Position: Q2 2026 in Review
McDonald Partners opened a new position in iShares S&P 500 Value ETF (IVE) in Q2 2026: 437 shares worth $99.2K. The stake represents 0.02% of the portfolio and ranks #267 among its holdings. This is a return to the name: McDonald Partners previously reported a position in IVE as recently as Q4 2021.
McDonald Partners first reported a position in IVE in Q4 2021 and has held it in 2 quarters since. 1,769 funds tracked by Wall St. Rank hold IVE as of Q2 2026.
- McDonald Partners held 437 shares of iShares S&P 500 Value ETF worth $99.2K as of Q2 2026.
- iShares S&P 500 Value ETF was a new McDonald Partners position in Q2 2026.
- iShares S&P 500 Value ETF made up 0.02% of McDonald Partners's portfolio in Q2 2026, its #267 holding.
- McDonald Partners first reported a position in iShares S&P 500 Value ETF in Q4 2021 and has held it in 2 quarters since.
- 1,769 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.
Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.