Northland Securities’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
PAS
CCWM
Northland Securities's IVE Position: Q2 2026 in Review
Northland Securities increased its iShares S&P 500 Value ETF (IVE) stake by 16% in Q2 2026, buying an estimated $271K and bringing the position to 8,736 shares worth $1.98M. The position accounts for 1.16% of the portfolio, ranked #19.
Northland Securities first reported a position in IVE in Q4 2025 and has held it in 3 quarters since. 1,388 funds tracked by Wall St. Rank hold IVE as of Q2 2026.
- Northland Securities held 8,736 shares of iShares S&P 500 Value ETF worth $1.98M as of Q2 2026.
- Northland Securities bought 1,212 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $271K.
- iShares S&P 500 Value ETF made up 1.16% of Northland Securities's portfolio in Q2 2026, its #19 holding.
- Northland Securities first reported a position in iShares S&P 500 Value ETF in Q4 2025 and has held it in 3 quarters since.
- 1,388 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.
Based on Northland Securities's 13F filing for Q2 2026, filed 4 Aug 2026.