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Oasis Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Oasis Advisors’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 		$289K Buy
+1,271
New +$284K 0.19% 45
2026
Q1 		– Sell
-1,454
Closed -$308K – 220
2025
Q4 		$308K Buy
+1,454
New +$305K 0.16% 57

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

Oasis Advisors's IVE Position: Q2 2026 in Review

Oasis Advisors opened a new position in iShares S&P 500 Value ETF (IVE) in Q2 2026: 1,271 shares worth $289K. The stake represents 0.19% of the portfolio and ranks #45 among its holdings. This is a return to the name: Oasis Advisors previously reported a position in IVE as recently as Q4 2025.

Oasis Advisors first reported a position in IVE in Q4 2025 and has held it in 2 quarters since. The position peaked at $308K in Q4 2025. 853 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Oasis Advisors held 1,271 shares of iShares S&P 500 Value ETF worth $289K as of Q2 2026.
  • iShares S&P 500 Value ETF was a new Oasis Advisors position in Q2 2026.
  • iShares S&P 500 Value ETF made up 0.19% of Oasis Advisors's portfolio in Q2 2026, its #45 holding.
  • Oasis Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2025 and has held it in 2 quarters since.
  • Oasis Advisors's iShares S&P 500 Value ETF position peaked at $308K in Q4 2025.
  • 853 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Oasis Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.