Moisand Fitzgerald Tamayo’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 | $1.57M | Sell |
6,916
-64
| -0.9% | -$14.3K | 0.15% | 47 |
|
|
2026
Q1 | $1.47M | Sell |
6,980
-337
| -5% | -$73K | 0.16% | 47 |
|
|
2025
Q4 | $1.55M | Sell |
7,317
-224
| -3% | -$46.9K | 0.18% | 46 |
|
|
2025
Q3 | $1.56M | Buy |
7,541
+43
| +0.6% | +$8.64K | 0.18% | 43 |
|
|
2025
Q2 | $1.47M | Sell |
7,498
-56
| -0.7% | -$10.4K | 0.19% | 41 |
|
|
2025
Q1 | $1.44M | Sell |
7,554
-292
| -4% | -$56.5K | 0.2% | 41 |
|
|
2024
Q4 | $1.5M | Sell |
7,846
-418
| -5% | -$82.9K | 0.21% | 41 |
|
|
2024
Q3 | $1.63M | Sell |
8,264
-48
| -0.6% | -$9.12K | 0.22% | 41 |
|
|
2024
Q2 | $1.51M | Sell |
8,312
-337
| -4% | -$61.4K | 0.23% | 40 |
|
|
2024
Q1 | $1.62M | Sell |
8,649
-267
| -3% | -$47.5K | 0.25% | 40 |
|
|
2023
Q4 | $1.55M | Sell |
8,916
-73
| -0.8% | -$11.7K | 0.27% | 41 |
|
|
2023
Q3 | $1.38M | Sell |
8,989
-757
| -8% | -$122K | 0.29% | 39 |
|
|
2023
Q2 | $1.57M | Sell |
9,746
-1,230
| -11% | -$189K | 0.32% | 37 |
|
|
2023
Q1 | $1.67M | Sell |
10,976
-157
| -1% | -$23.7K | 0.36% | 36 |
|
|
2022
Q4 | $1.62M | Sell |
11,133
-140
| -1% | -$20K | 0.37% | 37 |
|
|
2022
Q3 | $1.45M | Buy |
11,273
+6
| +0.1% | +$850 | 0.4% | 37 |
|
|
2022
Q2 | $1.55M | Buy |
11,267
+308
| +3% | +$45.5K | 0.42% | 35 |
|
|
2022
Q1 | $1.71M | Sell |
10,959
-1,260
| -10% | -$194K | 0.78% | 24 |
|
|
2021
Q4 | $1.91M | Sell |
12,219
-128
| -1% | -$19.5K | 0.54% | 33 |
|
|
2021
Q3 | $1.8M | Sell |
12,347
-39
| -0.3% | -$5.81K | 0.6% | 32 |
|
|
2021
Q2 | $1.83M | Sell |
12,386
-90
| -0.7% | -$13.3K | 0.66% | 29 |
|
|
2021
Q1 | $1.76M | Buy |
12,476
+10
| +0.1% | +$1.35K | 0.76% | 27 |
|
|
2020
Q4 | $1.6M | Sell |
12,466
-26
| -0.2% | -$3.15K | 0.72% | 27 |
|
|
2020
Q3 | $1.41M | Sell |
12,492
-59
| -0.5% | -$6.69K | 0.73% | 26 |
|
|
2020
Q2 | $1.36M | Sell |
12,551
-453
| -3% | -$48.1K | 0.75% | 26 |
|
|
2020
Q1 | $1.25M | Sell |
13,004
-2,598
| -17% | -$309K | 0.82% | 25 |
|
|
2019
Q4 | $2.03M | Sell |
15,602
-55
| -0.4% | -$6.84K | 1.05% | 21 |
|
|
2019
Q3 | $1.86M | Sell |
15,657
-48
| -0.3% | -$5.63K | 1.01% | 23 |
|
|
2019
Q2 | $1.83M | Sell |
15,705
-1,470
| -9% | -$168K | 1% | 23 |
|
|
2019
Q1 | $1.94M | Buy |
17,175
+81
| +0.5% | +$8.89K | 1.08% | 20 |
|
|
2018
Q4 | $1.73M | Buy |
17,094
+301
| +2% | +$32.9K | 1.08% | 21 |
|
|
2018
Q3 | $1.95M | Buy |
16,793
+6
| +0% | +$689 | 1.08% | 20 |
|
|
2018
Q2 | $1.85M | Sell |
16,787
-13
| -0.1% | -$1.44K | 1.08% | 20 |
|
|
2018
Q1 | $1.84M | Sell |
16,800
-408
| -2% | -$46.6K | 1.09% | 20 |
|
|
2017
Q4 | $1.97M | Sell |
17,208
-342
| -2% | -$37.9K | 1.14% | 22 |
|
|
2017
Q3 | $1.89M | Sell |
17,550
-14
| -0.1% | -$1.48K | 1.15% | 22 |
|
|
2017
Q2 | $1.84M | Buy |
17,564
+694
| +4% | +$72.3K | 1.26% | 22 |
|
|
2017
Q1 | $1.75M | Sell |
16,870
-1,065
| -6% | -$111K | 1.24% | 22 |
|
|
2016
Q4 | $1.82M | Sell |
17,935
-587
| -3% | -$57.3K | 1.35% | 22 |
|
|
2016
Q3 | $1.76M | Sell |
18,522
-59
| -0.3% | -$5.62K | 1.34% | 22 |
|
|
2016
Q2 | $1.73M | Sell |
18,581
-231
| -1% | -$21.1K | 1.41% | 21 |
|
|
2016
Q1 | $1.69M | Buy |
18,812
+278
| +1% | +$23.7K | 1.37% | 21 |
|
|
2015
Q4 | $1.64M | Buy |
+18,534
| New | +$1.66M | 1.41% | 23 |
|
Other funds holding IVE
PAS
PLFA
JC
CWM
LI
Moisand Fitzgerald Tamayo's IVE Position: Q2 2026 in Review
Moisand Fitzgerald Tamayo reduced its iShares S&P 500 Value ETF (IVE) stake by 0.92% in Q2 2026, selling an estimated $14.3K and leaving 6,916 shares worth $1.57M. The position accounts for 0.15% of the portfolio, ranked #47.
Moisand Fitzgerald Tamayo first reported a position in IVE in Q4 2015 and has held it in 43 quarters since. The position peaked at $2.03M in Q4 2019. 1,009 funds tracked by Wall St. Rank hold IVE as of Q2 2026.
- Moisand Fitzgerald Tamayo held 6,916 shares of iShares S&P 500 Value ETF worth $1.57M as of Q2 2026.
- Moisand Fitzgerald Tamayo sold 64 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $14.3K.
- iShares S&P 500 Value ETF made up 0.15% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #47 holding.
- Moisand Fitzgerald Tamayo first reported a position in iShares S&P 500 Value ETF in Q4 2015 and has held it in 43 quarters since.
- Moisand Fitzgerald Tamayo's iShares S&P 500 Value ETF position peaked at $2.03M in Q4 2019.
- 1,009 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.
Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.