PIA
IVE icon

Polaris Investment Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Polaris Investment Advisors’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.58M Sell
37,775
-7,789
-17% -$1.74M 5.49% 5
2026
Q1 		$9.62M Buy
45,564
+602
+1% +$130K 7.01% 2
2025
Q4 		$9.54M Buy
+44,962
New +$9.42M 6.89% 3

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Polaris Investment Advisors's IVE Position: Q2 2026 in Review

Polaris Investment Advisors reduced its iShares S&P 500 Value ETF (IVE) stake by 17% in Q2 2026, selling an estimated $1.74M and leaving 37,775 shares worth $8.58M. The position accounts for 5.49% of the portfolio, ranked #5.

Polaris Investment Advisors first reported a position in IVE in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.62M in Q1 2026. 1,215 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Polaris Investment Advisors held 37,775 shares of iShares S&P 500 Value ETF worth $8.58M as of Q2 2026.
  • Polaris Investment Advisors sold 7,789 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $1.74M.
  • iShares S&P 500 Value ETF made up 5.49% of Polaris Investment Advisors's portfolio in Q2 2026, its #5 holding.
  • Polaris Investment Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Polaris Investment Advisors's iShares S&P 500 Value ETF position peaked at $9.62M in Q1 2026.
  • 1,215 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Polaris Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.