Palouse Capital Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Palouse Capital Management’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	–	Sell	-259	Closed	-$54.7K	–	131
2026 Q1	$54.7K	Hold	259	–	–	0.04%	109
2025 Q4	$54.9K	Hold	259	–	–	0.04%	109
2025 Q3	$53.5K	Hold	259	–	–	0.03%	109
2025 Q2	$50.6K	Hold	259	–	–	0.03%	105
2025 Q1	$49.4K	Hold	259	–	–	0.03%	117
2024 Q4	$49.4K	Hold	259	–	–	0.03%	123
2024 Q3	$51.1K	Hold	259	–	–	0.03%	117
2024 Q2	$47.1K	Hold	259	–	–	0.03%	114
2024 Q1	$48.4K	Buy	+259	New	+$46K	0.03%	115

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Palouse Capital Management's IVE Position: Q2 2026 in Review

Palouse Capital Management sold out of iShares S&P 500 Value ETF (IVE) in Q2 2026, closing a stake of 259 shares — an estimated $54.7K sold.

Palouse Capital Management first reported a position in IVE in Q1 2024 and held it in 9 quarters. The position peaked at $54.9K in Q4 2025. 1,215 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Palouse Capital Management reported no remaining iShares S&P 500 Value ETF position as of Q2 2026 after selling out during the quarter.
Palouse Capital Management sold 259 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $54.7K.
Palouse Capital Management first reported a position in iShares S&P 500 Value ETF in Q1 2024 and held it in 9 quarters.
Palouse Capital Management's iShares S&P 500 Value ETF position peaked at $54.9K in Q4 2025.
1,215 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Palouse Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.