PDS Planning’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
PDS Planning's IVE Position: Q2 2026 in Review
PDS Planning reduced its iShares S&P 500 Value ETF (IVE) stake by 2.3% in Q2 2026, selling an estimated $4.91K and leaving 926 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #562.
PDS Planning first reported a position in IVE in Q1 2026 and has held it in 2 quarters since. 1,766 funds tracked by Wall St. Rank hold IVE as of Q2 2026.
- PDS Planning held 926 shares of iShares S&P 500 Value ETF worth $210K as of Q2 2026.
- PDS Planning sold 22 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $4.91K.
- iShares S&P 500 Value ETF made up 0.01% of PDS Planning's portfolio in Q2 2026, its #562 holding.
- PDS Planning first reported a position in iShares S&P 500 Value ETF in Q1 2026 and has held it in 2 quarters since.
- 1,766 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.
Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.