PKS Advisory Services’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
PKS Advisory Services's IVE Position: Q1 2026 in Review
PKS Advisory Services increased its iShares S&P 500 Value ETF (IVE) stake by 947% in Q1 2026, buying an estimated $27.6M and bringing the position to 140,909 shares worth $2.97M. The position accounts for 0.69% of the portfolio, ranked #28.
PKS Advisory Services first reported a position in IVE in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.17M in Q4 2024. 1,704 funds tracked by Wall St. Rank hold IVE as of Q1 2026.
- PKS Advisory Services held 140,909 shares of iShares S&P 500 Value ETF worth $2.97M as of Q1 2026.
- PKS Advisory Services bought 127,451 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $27.6M.
- iShares S&P 500 Value ETF made up 0.69% of PKS Advisory Services's portfolio in Q1 2026, its #28 holding.
- PKS Advisory Services first reported a position in iShares S&P 500 Value ETF in Q4 2024 and has held it in 6 quarters since.
- PKS Advisory Services's iShares S&P 500 Value ETF position peaked at $3.17M in Q4 2024.
- 1,704 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.
Based on PKS Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.