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: Q1 2026 in Review
Permanent Capital Management reduced its iShares S&P 500 Value ETF (IVE) stake by 1.1% in Q1 2026, selling an estimated $3.68K and leaving 1,551 shares worth $347K. The position accounts for 0.05% of the portfolio, ranked #104.
Permanent Capital Management first reported a position in IVE in Q2 2024 and has held it in 4 quarters since. 1,711 funds tracked by Wall St. Rank hold IVE as of Q1 2026.
- Permanent Capital Management held 1,551 shares of iShares S&P 500 Value ETF worth $347K as of Q1 2026.
- Permanent Capital Management sold 17 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $3.68K.
- iShares S&P 500 Value ETF made up 0.05% of Permanent Capital Management's portfolio in Q1 2026, its #104 holding.
- Permanent Capital Management first reported a position in iShares S&P 500 Value ETF in Q2 2024 and has held it in 4 quarters since.
- 1,711 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.
Based on Permanent Capital Management's 13F filing for Q1 2026, filed 14 May 2026.