Oregon Pacific Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
Oregon Pacific Wealth Management's IVE Position: Q1 2026 in Review
Oregon Pacific Wealth Management increased its iShares S&P 500 Value ETF (IVE) stake by 0.98% in Q1 2026, buying an estimated $8.66K and bringing the position to 4,119 shares worth $870K. The position accounts for 0.91% of the portfolio, ranked #20.
Oregon Pacific Wealth Management first reported a position in IVE in Q2 2025 and has held it in 4 quarters since. 1,704 funds tracked by Wall St. Rank hold IVE as of Q1 2026.
- Oregon Pacific Wealth Management held 4,119 shares of iShares S&P 500 Value ETF worth $870K as of Q1 2026.
- Oregon Pacific Wealth Management bought 40 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $8.66K.
- iShares S&P 500 Value ETF made up 0.91% of Oregon Pacific Wealth Management's portfolio in Q1 2026, its #20 holding.
- Oregon Pacific Wealth Management first reported a position in iShares S&P 500 Value ETF in Q2 2025 and has held it in 4 quarters since.
- 1,704 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.
Based on Oregon Pacific Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.