Michelson Medical Research Foundation’s iShares S&P 500 Value ETF IVE Stock Holding History

Michelson Medical Research Foundation’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	$11.8M	Hold	51,905	–	–	10.89%	1
2026 Q1	$11M	Hold	51,905	–	–	11.13%	2
2025 Q4	$11M	Hold	51,905	–	–	11.03%	2
2025 Q3	$10.7M	Hold	51,905	–	–	9.32%	4
2025 Q2	$10.1M	Hold	51,905	–	–	9.73%	4
2025 Q1	$9.89M	Hold	51,905	–	–	8.28%	5
2024 Q4	$9.91M	Hold	51,905	–	–	8.3%	2
2024 Q3	$10.2M	Hold	51,905	–	–	7.21%	3
2024 Q2	$9.45M	Hold	51,905	–	–	8.12%	3
2024 Q1	$9.7M	Hold	51,905	–	–	5.88%	6
2023 Q4	$9.03M	Hold	51,905	–	–	5.95%	5
2023 Q3	$7.99M	Hold	51,905	–	–	5.39%	6
2023 Q2	$8.37M	Hold	51,905	–	–	5.95%	8
2023 Q1	$7.88M	Sell	51,905 -41,180	-44%	-$6.22M	6.18%	6
2022 Q4	$13.5M	Buy	+93,085	New	+$13.3M	8.75%	4

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Michelson Medical Research Foundation's IVE Position: Q2 2026 in Review

Michelson Medical Research Foundation held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 51,905 shares worth $11.8M. The position accounts for 10.89% of the portfolio, ranked #1.

Michelson Medical Research Foundation first reported a position in IVE in Q4 2022 and has held it in 15 quarters since. The position peaked at $13.5M in Q4 2022. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Michelson Medical Research Foundation held 51,905 shares of iShares S&P 500 Value ETF worth $11.8M as of Q2 2026.
Michelson Medical Research Foundation left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
iShares S&P 500 Value ETF made up 10.89% of Michelson Medical Research Foundation's portfolio in Q2 2026, its #1 holding.
Michelson Medical Research Foundation first reported a position in iShares S&P 500 Value ETF in Q4 2022 and has held it in 15 quarters since.
Michelson Medical Research Foundation's iShares S&P 500 Value ETF position peaked at $13.5M in Q4 2022.
1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Michelson Medical Research Foundation's 13F filing for Q2 2026, filed 14 Aug 2026.