McIlrath & Eck’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 | $37K | Hold |
175
| – | – | ﹤0.01% | 638 |
|
|
2025
Q4 | $37.1K | Sell |
175
-10
| -5% | -$2.1K | ﹤0.01% | 401 |
|
|
2025
Q3 | $38.2K | Hold |
185
| – | – | ﹤0.01% | 377 |
|
|
2025
Q2 | $36.2K | Sell |
185
-40
| -18% | -$7.45K | ﹤0.01% | 377 |
|
|
2025
Q1 | $42.9K | Hold |
225
| – | – | 0.01% | 348 |
|
|
2024
Q4 | $42.9K | Hold |
225
| – | – | 0.01% | 351 |
|
|
2024
Q3 | $44.4K | Hold |
225
| – | – | 0.01% | 340 |
|
|
2024
Q2 | $41K | Hold |
225
| – | – | 0.01% | 309 |
|
|
2024
Q1 | $42K | Hold |
225
| – | – | 0.01% | 299 |
|
|
2023
Q4 | $39.1K | Hold |
225
| – | – | 0.01% | 295 |
|
|
2023
Q3 | $34.6K | Hold |
225
| – | – | 0.01% | 318 |
|
|
2023
Q2 | $36.3K | Hold |
225
| – | – | 0.01% | 307 |
|
|
2023
Q1 | $34.1K | Hold |
225
| – | – | 0.01% | 316 |
|
|
2022
Q4 | $32.6K | Hold |
225
| – | – | 0.01% | 322 |
|
|
2022
Q3 | $29K | Hold |
225
| – | – | 0.01% | 340 |
|
|
2022
Q2 | $31K | Hold |
225
| – | – | 0.01% | 314 |
|
|
2022
Q1 | $35K | Hold |
225
| – | – | 0.01% | 302 |
|
|
2021
Q4 | $35K | Sell |
225
-15
| -6% | -$2.28K | 0.01% | 302 |
|
|
2021
Q3 | $35K | Sell |
240
-10
| -4% | -$1.49K | 0.01% | 293 |
|
|
2021
Q2 | $37K | Sell |
250
-140
| -36% | -$20.6K | 0.01% | 276 |
|
|
2021
Q1 | $55K | Hold |
390
| – | – | 0.02% | 186 |
|
|
2020
Q4 | $50K | Hold |
390
| – | – | 0.02% | 173 |
|
|
2020
Q3 | $44K | Hold |
390
| – | – | 0.02% | 162 |
|
|
2020
Q2 | $42K | Hold |
390
| – | – | 0.02% | 148 |
|
|
2020
Q1 | $38K | Sell |
390
-21
| -5% | -$2.5K | 0.02% | 140 |
|
|
2019
Q4 | $53K | Hold |
411
| – | – | 0.03% | 136 |
|
|
2019
Q3 | $49K | Sell |
411
-32
| -7% | -$3.75K | 0.03% | 119 |
|
|
2019
Q2 | $50K | Hold |
443
| – | – | 0.03% | 126 |
|
|
2019
Q1 | $50K | Sell |
443
-40
| -8% | -$4.39K | 0.03% | 126 |
|
|
2018
Q4 | $49K | Sell |
483
-279
| -37% | -$30.5K | 0.03% | 120 |
|
|
2018
Q3 | $88K | Buy |
762
+8
| +1% | +$918 | 0.05% | 92 |
|
|
2018
Q2 | $83K | Sell |
754
-40
| -5% | -$4.43K | 0.05% | 83 |
|
|
2018
Q1 | $87K | Sell |
794
-32
| -4% | -$3.66K | 0.05% | 88 |
|
|
2017
Q4 | $94K | Buy |
+826
| New | +$91.5K | 0.06% | 89 |
|
Other funds holding IVE
McIlrath & Eck's IVE Position: Q1 2026 in Review
McIlrath & Eck held its iShares S&P 500 Value ETF (IVE) position steady in Q1 2026 at 175 shares worth $37K. The position accounts for ﹤0.01% of the portfolio, ranked #638.
McIlrath & Eck first reported a position in IVE in Q4 2017 and has held it in 34 quarters since. The position peaked at $94K in Q4 2017. 1,719 funds tracked by Wall St. Rank hold IVE as of Q1 2026.
- McIlrath & Eck held 175 shares of iShares S&P 500 Value ETF worth $37K as of Q1 2026.
- McIlrath & Eck left its iShares S&P 500 Value ETF share count unchanged in Q1 2026.
- iShares S&P 500 Value ETF made up ﹤0.01% of McIlrath & Eck's portfolio in Q1 2026, its #638 holding.
- McIlrath & Eck first reported a position in iShares S&P 500 Value ETF in Q4 2017 and has held it in 34 quarters since.
- McIlrath & Eck's iShares S&P 500 Value ETF position peaked at $94K in Q4 2017.
- 1,719 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.
Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.