Plum Street Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
Plum Street Advisors's IVE Position: Q2 2026 in Review
Plum Street Advisors held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 8,187 shares worth $1.86M. The position accounts for 0.59% of the portfolio, ranked #38.
Plum Street Advisors first reported a position in IVE in Q4 2023 and has held it in 11 quarters since. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.
- Plum Street Advisors held 8,187 shares of iShares S&P 500 Value ETF worth $1.86M as of Q2 2026.
- Plum Street Advisors left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
- iShares S&P 500 Value ETF made up 0.59% of Plum Street Advisors's portfolio in Q2 2026, its #38 holding.
- Plum Street Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2023 and has held it in 11 quarters since.
- 1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.
Based on Plum Street Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.