Paul Tudor Jones’s iShares S&P 500 Value ETF IVE Stock Holding History

Paul Tudor Jones’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	$937K	Buy	+4,125	New	+$921K	﹤0.01%	2462
2026 Q1	–	Sell	-14,287	Closed	-$3.03M	–	3958
2025 Q4	$3.03M	Sell	14,287 -477	-3%	-$100K	0.01%	1504
2025 Q3	$3.05M	Buy	+14,764	New	+$2.97M	0.01%	1527
2025 Q1	–	Sell	-17,613	Closed	-$3.36M	–	3328
2024 Q4	$3.36M	Sell	17,613 -25,155	-59%	-$4.99M	0.01%	916
2024 Q3	$8.43M	Buy	42,768 +32,805	+329%	+$6.23M	0.03%	479
2024 Q2	$1.81M	Buy	+9,963	New	+$1.81M	0.01%	1135

Other funds holding IVE

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Paul Tudor Jones's IVE Position: Q2 2026 in Review

Paul Tudor Jones opened a new position in iShares S&P 500 Value ETF (IVE) in Q2 2026: 4,125 shares worth $937K. The stake represents ﹤0.01% of the portfolio and ranks #2462 among its holdings. This is a return to the name: Paul Tudor Jones previously reported a position in IVE as recently as Q4 2025.

Paul Tudor Jones first reported a position in IVE in Q2 2024 and has held it in 6 quarters since. The position peaked at $8.43M in Q3 2024. 1,762 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Paul Tudor Jones held 4,125 shares of iShares S&P 500 Value ETF worth $937K as of Q2 2026.
iShares S&P 500 Value ETF was a new Paul Tudor Jones position in Q2 2026.
iShares S&P 500 Value ETF made up ﹤0.01% of Paul Tudor Jones's portfolio in Q2 2026, its #2462 holding.
Paul Tudor Jones first reported a position in iShares S&P 500 Value ETF in Q2 2024 and has held it in 6 quarters since.
Paul Tudor Jones's iShares S&P 500 Value ETF position peaked at $8.43M in Q3 2024.
1,762 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Tudor Investment Corp's 13F filing for Q2 2026, filed 14 Aug 2026.