MAM
IVE icon

Montchanin Asset Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Montchanin Asset Management’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 		$336K Hold
1,480
– – 0.34% 48
2026
Q1 		$313K Buy
+1,480
New +$320K 0.33% 44

Other funds holding IVE

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Montchanin Asset Management's IVE Position: Q2 2026 in Review

Montchanin Asset Management held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 1,480 shares worth $336K. The position accounts for 0.34% of the portfolio, ranked #48.

Montchanin Asset Management first reported a position in IVE in Q1 2026 and has held it in 2 quarters since. 827 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Montchanin Asset Management held 1,480 shares of iShares S&P 500 Value ETF worth $336K as of Q2 2026.
  • Montchanin Asset Management left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Value ETF made up 0.34% of Montchanin Asset Management's portfolio in Q2 2026, its #48 holding.
  • Montchanin Asset Management first reported a position in iShares S&P 500 Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 827 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Montchanin Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.