Parkway Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
Parkway Wealth Management's IVE Position: Q2 2026 in Review
Parkway Wealth Management reduced its iShares S&P 500 Value ETF (IVE) stake by 11% in Q2 2026, selling an estimated $118K and leaving 4,455 shares worth $1.01M. The position accounts for 0.12% of the portfolio, ranked #78.
Parkway Wealth Management first reported a position in IVE in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.08M in Q1 2026. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.
- Parkway Wealth Management held 4,455 shares of iShares S&P 500 Value ETF worth $1.01M as of Q2 2026.
- Parkway Wealth Management sold 530 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $118K.
- iShares S&P 500 Value ETF made up 0.12% of Parkway Wealth Management's portfolio in Q2 2026, its #78 holding.
- Parkway Wealth Management first reported a position in iShares S&P 500 Value ETF in Q4 2025 and has held it in 3 quarters since.
- Parkway Wealth Management's iShares S&P 500 Value ETF position peaked at $1.08M in Q1 2026.
- 1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.
Based on Parkway Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.