Permanent Capital Management’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
Permanent Capital Management's IVE Position: Q2 2026 in Review
Permanent Capital Management increased its iShares S&P 500 Value ETF (IVE) stake by 7.4% in Q2 2026, buying an estimated $25.7K and bringing the position to 1,666 shares worth $378K. The position accounts for 0.05% of the portfolio, ranked #118.
Permanent Capital Management first reported a position in IVE in Q2 2024 and has held it in 5 quarters since. 1,769 funds tracked by Wall St. Rank hold IVE as of Q2 2026.
- Permanent Capital Management held 1,666 shares of iShares S&P 500 Value ETF worth $378K as of Q2 2026.
- Permanent Capital Management bought 115 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $25.7K.
- iShares S&P 500 Value ETF made up 0.05% of Permanent Capital Management's portfolio in Q2 2026, its #118 holding.
- Permanent Capital Management first reported a position in iShares S&P 500 Value ETF in Q2 2024 and has held it in 5 quarters since.
- 1,769 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.
Based on Permanent Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.