Mutual Advisors’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
Q1 | $12.9M | Buy |
61,292
+4,992
| +9% | +$1.08M | 0.28% | 62 |
|
|
2025
Q4 | $11.9M | Buy |
56,300
+3,694
| +7% | +$774K | 0.26% | 67 |
|
|
2025
Q3 | $11M | Buy |
52,606
+3,950
| +8% | +$793K | 0.24% | 72 |
|
|
2025
Q2 | $9.76M | Buy |
48,656
+2,013
| +4% | +$375K | 0.24% | 76 |
|
|
2025
Q1 | $8.48M | Buy |
46,643
+2,045
| +5% | +$396K | 0.24% | 78 |
|
|
2024
Q4 | $8.6M | Sell |
44,598
-6,168
| -12% | -$1.22M | 0.25% | 71 |
|
|
2024
Q3 | $10M | Sell |
50,766
-4,665
| -8% | -$886K | 0.29% | 63 |
|
|
2024
Q2 | $10.5M | Buy |
55,431
+5,097
| +10% | +$928K | 0.32% | 55 |
|
|
2024
Q1 | $9.4M | Sell |
50,334
-10,137
| -17% | -$1.8M | 0.3% | 59 |
|
|
2023
Q4 | $10.5M | Buy |
60,471
+24,718
| +69% | +$3.97M | 0.37% | 44 |
|
|
2023
Q3 | $5.5M | Buy |
35,753
+14,613
| +69% | +$2.36M | 0.21% | 92 |
|
|
2023
Q2 | $3.41M | Buy |
21,140
+810
| +4% | +$125K | 0.13% | 158 |
|
|
2023
Q1 | $3.09M | Buy |
20,330
+1,028
| +5% | +$155K | 0.13% | 167 |
|
|
2022
Q4 | $2.8M | Sell |
19,302
-617
| -3% | -$88.1K | 0.13% | 174 |
|
|
2022
Q3 | $2.56M | Sell |
19,919
-10,485
| -34% | -$1.49M | 0.13% | 159 |
|
|
2022
Q2 | $4.18M | Buy |
30,404
+14,163
| +87% | +$2.09M | 0.28% | 81 |
|
|
2022
Q1 | $2.53M | Sell |
16,241
-2,103
| -11% | -$324K | 0.14% | 173 |
|
|
2021
Q4 | $2.87M | Sell |
18,344
-50
| -0.3% | -$7.6K | 0.15% | 161 |
|
|
2021
Q3 | $2.67M | Sell |
18,394
-740
| -4% | -$110K | 0.16% | 159 |
|
|
2021
Q2 | $2.83M | Sell |
19,134
-130
| -0.7% | -$19.1K | 0.17% | 154 |
|
|
2021
Q1 | $2.72M | Sell |
19,264
-2,169
| -10% | -$292K | 0.19% | 134 |
|
|
2020
Q4 | $2.74M | Sell |
21,433
-1,042
| -5% | -$126K | 0.2% | 111 |
|
|
2020
Q3 | $2.53M | Sell |
22,475
-1,502
| -6% | -$170K | 0.22% | 105 |
|
|
2020
Q2 | $2.6M | Sell |
23,977
-875
| -4% | -$92.8K | 0.26% | 89 |
|
|
2020
Q1 | $2.39M | Sell |
24,852
-49,491
| -67% | -$5.89M | 0.32% | 68 |
|
|
2019
Q4 | $9.67M | Buy |
74,343
+48,706
| +190% | +$6.06M | 1.03% | 17 |
|
|
2019
Q3 | $3.05M | Sell |
25,637
-20,124
| -44% | -$2.36M | 0.4% | 53 |
|
|
2019
Q2 | $5.33M | Buy |
45,761
+18,628
| +69% | +$2.13M | 0.69% | 22 |
|
|
2019
Q1 | $3.06M | Buy |
27,133
+99
| +0.4% | +$10.9K | 0.45% | 41 |
|
|
2018
Q4 | $2.73M | Sell |
27,034
-4,851
| -15% | -$531K | 0.54% | 31 |
|
|
2018
Q3 | $3.69M | Buy |
31,885
+2,663
| +9% | +$306K | 0.56% | 30 |
|
|
2018
Q2 | $3.22M | Buy |
29,222
+4,894
| +20% | +$542K | 0.73% | 20 |
|
|
2018
Q1 | $2.66M | Buy |
24,328
+1,926
| +9% | +$220K | 0.67% | 21 |
|
|
2017
Q4 | $2.56M | Buy |
+22,402
| New | +$2.48M | 0.97% | 17 |
|
Other funds holding IVE
Mutual Advisors's IVE Position: Q1 2026 in Review
Mutual Advisors increased its iShares S&P 500 Value ETF (IVE) stake by 8.9% in Q1 2026, buying an estimated $1.08M and bringing the position to 61,292 shares worth $12.9M. The position accounts for 0.28% of the portfolio, ranked #62.
Mutual Advisors first reported a position in IVE in Q4 2017 and has held it in 34 quarters since. 1,704 funds tracked by Wall St. Rank hold IVE as of Q1 2026.
- Mutual Advisors held 61,292 shares of iShares S&P 500 Value ETF worth $12.9M as of Q1 2026.
- Mutual Advisors bought 4,992 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $1.08M.
- iShares S&P 500 Value ETF made up 0.28% of Mutual Advisors's portfolio in Q1 2026, its #62 holding.
- Mutual Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2017 and has held it in 34 quarters since.
- 1,704 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.
Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.