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Patriot Investment Management Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Patriot Investment Management Group’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 		$2.1M Hold
9,237
– – 0.12% 70
2026
Q1 		$1.95M Hold
9,237
– – 0.12% 74
2025
Q4 		$1.96M Hold
9,237
– – 0.12% 74
2025
Q3 		$1.91M Hold
9,237
– – 0.12% 74
2025
Q2 		$1.81M Hold
9,237
– – 0.12% 70
2025
Q1 		$1.76M Sell
9,237
-18
-0.2% -$3.48K 0.13% 68
2024
Q4 		$1.77M Hold
9,255
– – 0.13% 71
2024
Q3 		$1.82M Hold
9,255
– – 0.13% 71
2024
Q2 		$1.68M Hold
9,255
– – 0.13% 69
2024
Q1 		$1.73M Sell
9,255
-4
-0% -$711 0.14% 71
2023
Q4 		$1.61M Hold
9,259
– – 0.14% 74
2023
Q3 		$1.42M Hold
9,259
– – 0.13% 79
2023
Q2 		$1.49M Hold
9,259
– – 0.13% 82
2023
Q1 		$1.41M Sell
9,259
-300
-3% -$45.3K 0.12% 85
2022
Q4 		$1.48M Sell
9,559
-300
-3% -$42.8K 0.13% 85
2022
Q3 		$1.27M Hold
9,859
– – 0.13% 86
2022
Q2 		$1.35M Hold
9,859
– – 0.13% 87
2022
Q1 		$1.53M Buy
9,859
+144
+1% +$22.2K 0.13% 86
2021
Q4 		$1.52M Hold
9,715
– – 0.13% 88
2021
Q3 		$1.41M Sell
9,715
-18
-0.2% -$2.68K 0.13% 86
2021
Q2 		$1.44M Hold
9,733
– – 0.13% 87
2021
Q1 		$1.37M Buy
9,733
+7,623
+361% +$1.03M 0.14% 86
2020
Q4 		$270K Sell
2,110
-7,833
-79% -$947K 0.04% 160
2020
Q3 		$1.12M Sell
9,943
-530
-5% -$60.1K 0.13% 84
2020
Q2 		$1.13M Hold
10,473
– – 0.14% 84
2020
Q1 		$1.01M Sell
10,473
-118
-1% -$14K 0.15% 85
2019
Q4 		$1.38M Sell
10,591
-235
-2% -$29.2K 0.18% 76
2019
Q3 		$1.27M Sell
10,826
-45
-0.4% -$5.28K 0.18% 77
2019
Q2 		$1.27M Sell
10,871
-440
-4% -$50.4K 0.18% 79
2019
Q1 		$1.27M Buy
+11,311
New +$1.24M 0.19% 74

Other funds holding IVE

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Patriot Investment Management Group's IVE Position: Q2 2026 in Review

Patriot Investment Management Group held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 9,237 shares worth $2.1M. The position accounts for 0.12% of the portfolio, ranked #70.

Patriot Investment Management Group first reported a position in IVE in Q1 2019 and has held it in 30 quarters since. 616 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Patriot Investment Management Group held 9,237 shares of iShares S&P 500 Value ETF worth $2.1M as of Q2 2026.
  • Patriot Investment Management Group left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Value ETF made up 0.12% of Patriot Investment Management Group's portfolio in Q2 2026, its #70 holding.
  • Patriot Investment Management Group first reported a position in iShares S&P 500 Value ETF in Q1 2019 and has held it in 30 quarters since.
  • 616 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.