Midland Wealth Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
Midland Wealth Advisors's IVE Position: Q2 2026 in Review
Midland Wealth Advisors reduced its iShares S&P 500 Value ETF (IVE) stake by 5.7% in Q2 2026, selling an estimated $78.2K and leaving 5,792 shares worth $1.32M. The position accounts for 0.06% of the portfolio, ranked #68.
Midland Wealth Advisors first reported a position in IVE in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.02M in Q1 2024. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.
- Midland Wealth Advisors held 5,792 shares of iShares S&P 500 Value ETF worth $1.32M as of Q2 2026.
- Midland Wealth Advisors sold 350 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $78.2K.
- iShares S&P 500 Value ETF made up 0.06% of Midland Wealth Advisors's portfolio in Q2 2026, its #68 holding.
- Midland Wealth Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2023 and has held it in 11 quarters since.
- Midland Wealth Advisors's iShares S&P 500 Value ETF position peaked at $2.02M in Q1 2024.
- 1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.
Based on Midland Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.