Meramec Financial Planners’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
Meramec Financial Planners's IVE Position: Q2 2026 in Review
Meramec Financial Planners increased its iShares S&P 500 Value ETF (IVE) stake by 0.09% in Q2 2026, buying an estimated $447 and bringing the position to 2,143 shares worth $498K. The position accounts for 0.18% of the portfolio, ranked #69.
Meramec Financial Planners first reported a position in IVE in Q4 2025 and has held it in 3 quarters since. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.
- Meramec Financial Planners held 2,143 shares of iShares S&P 500 Value ETF worth $498K as of Q2 2026.
- Meramec Financial Planners bought 2 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $447.
- iShares S&P 500 Value ETF made up 0.18% of Meramec Financial Planners's portfolio in Q2 2026, its #69 holding.
- Meramec Financial Planners first reported a position in iShares S&P 500 Value ETF in Q4 2025 and has held it in 3 quarters since.
- 1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.
Based on Meramec Financial Planners's 13F filing for Q2 2026, filed 29 Jul 2026.