Pines Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
Pines Wealth Management's IVE Position: Q2 2026 in Review
Pines Wealth Management increased its iShares S&P 500 Value ETF (IVE) stake by 0.62% in Q2 2026, buying an estimated $25.2K and bringing the position to 18,408 shares worth $4.18M. The position accounts for 1.2% of the portfolio, ranked #18.
Pines Wealth Management first reported a position in IVE in Q4 2024 and has held it in 7 quarters since. 1,764 funds tracked by Wall St. Rank hold IVE as of Q2 2026.
- Pines Wealth Management held 18,408 shares of iShares S&P 500 Value ETF worth $4.18M as of Q2 2026.
- Pines Wealth Management bought 113 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $25.2K.
- iShares S&P 500 Value ETF made up 1.2% of Pines Wealth Management's portfolio in Q2 2026, its #18 holding.
- Pines Wealth Management first reported a position in iShares S&P 500 Value ETF in Q4 2024 and has held it in 7 quarters since.
- 1,764 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.
Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.