Optivise Advisory Services’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
Optivise Advisory Services's IVE Position: Q3 2026 in Review
Optivise Advisory Services increased its iShares S&P 500 Value ETF (IVE) stake by 0.68% in Q3 2026, buying an estimated $2.34K and bringing the position to 1,484 shares worth $339K. The position accounts for 0.17% of the portfolio, ranked #147.
Optivise Advisory Services first reported a position in IVE in Q2 2024 and has held it in 10 quarters since. The position peaked at $370K in Q1 2026. 1,270 funds tracked by Wall St. Rank hold IVE as of Q3 2026.
- Optivise Advisory Services held 1,484 shares of iShares S&P 500 Value ETF worth $339K as of Q3 2026.
- Optivise Advisory Services bought 10 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $2.34K.
- iShares S&P 500 Value ETF made up 0.17% of Optivise Advisory Services's portfolio in Q3 2026, its #147 holding.
- Optivise Advisory Services first reported a position in iShares S&P 500 Value ETF in Q2 2024 and has held it in 10 quarters since.
- Optivise Advisory Services's iShares S&P 500 Value ETF position peaked at $370K in Q1 2026.
- 1,270 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.
Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.