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: Q2 2026 in Review
Oregon Pacific Wealth Management reduced its iShares S&P 500 Value ETF (IVE) stake by 0.05% in Q2 2026, selling an estimated $447 and leaving 4,117 shares worth $935K. The position accounts for 0.88% of the portfolio, ranked #23.
Oregon Pacific Wealth Management first reported a position in IVE in Q2 2025 and has held it in 5 quarters since. 1,766 funds tracked by Wall St. Rank hold IVE as of Q2 2026.
- Oregon Pacific Wealth Management held 4,117 shares of iShares S&P 500 Value ETF worth $935K as of Q2 2026.
- Oregon Pacific Wealth Management sold 2 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $447.
- iShares S&P 500 Value ETF made up 0.88% of Oregon Pacific Wealth Management's portfolio in Q2 2026, its #23 holding.
- Oregon Pacific Wealth Management first reported a position in iShares S&P 500 Value ETF in Q2 2025 and has held it in 5 quarters since.
- 1,766 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.
Based on Oregon Pacific Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.