McDonald Partners’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
Q2
$99.2K Buy
+437
New +$97.6K 0.02% 267
2022
Q1
– Sell
-28
Closed -$4.39K – 500
2021
Q4
$4.39K Buy
+28
New +$4.26K ﹤0.01% 264

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.