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Polianta Ltd’s iShares S&P 500 Value ETF IVE Stock Holding History

Polianta Ltd’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
Q1 		– Sell
-42,200
Closed -$8.95M – 102
2025
Q4 		$8.95M Buy
42,200
+2,300
+6% +$482K 1.17% 11
2025
Q3 		$8.24M Buy
+39,900
New +$8.01M 3.39% 9
2025
Q2 		– Sell
-38,400
Closed -$7.32M – 88
2025
Q1 		$7.32M Buy
38,400
+800
+2% +$155K 3.53% 11
2024
Q4 		$7.18M Buy
37,600
+300
+0.8% +$59.5K 3.43% 10
2024
Q3 		$7.35M Buy
+37,300
New +$7.09M 3.45% 11
2024
Q1 		– Sell
-33,400
Closed -$5.81M – 91
2023
Q4 		$5.81M Sell
33,400
-20,400
-38% -$3.28M 3.39% 10
2023
Q3 		$8.28M Hold
53,800
– – 4.08% 9
2023
Q2 		$8.67M Sell
53,800
-3,800
-7% -$585K 4.02% 10
2023
Q1 		$8.74M Buy
57,600
+26,400
+85% +$3.99M 4% 11
2022
Q4 		$4.53M Sell
31,200
-3,100
-9% -$443K 3.37% 13
2022
Q3 		$4.41M Buy
+34,300
New +$4.86M 3.62% 9
2022
Q2 		– Sell
-30,100
Closed -$4.69M – 83
2022
Q1 		$4.69M Buy
+30,100
New +$4.63M 3.07% 11
2021
Q2 		– Sell
-90,900
Closed -$12.8M – 86
2021
Q1 		$12.8M Sell
90,900
-6,300
-6% -$848K 7.12% 5
2020
Q4 		$12.4M Buy
+97,200
New +$11.8M 6.87% 7
2020
Q1 		– Sell
-93,100
Closed -$12.1M – 76
2019
Q4 		$12.1M Buy
+93,100
New +$11.6M 7.37% 4
2019
Q3 		– Sell
-61,800
Closed -$7.2M – 83
2019
Q2 		$7.2M Hold
61,800
– – 3.11% 13
2019
Q1 		$6.97M Buy
+61,800
New +$6.79M 2.61% 18
2018
Q1 		– Sell
-48,500
Closed -$5.54M – 84
2017
Q4 		$5.54M Sell
48,500
-9,600
-17% -$1.06M 1.8% 16
2017
Q3 		$6.27M Buy
58,100
+2,000
+4% +$212K 1.98% 18
2017
Q2 		$5.89M Buy
+56,100
New +$5.84M 2.47% 15
2017
Q1 		– Sell
-98,900
Closed -$10M – 81
2016
Q4 		$10M Buy
+98,900
New +$9.65M 5.42% 7

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Polianta Ltd's IVE Position: Q1 2026 in Review

Polianta Ltd sold out of iShares S&P 500 Value ETF (IVE) in Q1 2026, closing a stake of 42,200 shares — an estimated $8.95M sold.

Polianta Ltd first reported a position in IVE in Q4 2016 and held it in 21 quarters. The position peaked at $12.8M in Q1 2021. 1,707 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

  • Polianta Ltd reported no remaining iShares S&P 500 Value ETF position as of Q1 2026 after selling out during the quarter.
  • Polianta Ltd sold 42,200 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $8.95M.
  • Polianta Ltd first reported a position in iShares S&P 500 Value ETF in Q4 2016 and held it in 21 quarters.
  • Polianta Ltd's iShares S&P 500 Value ETF position peaked at $12.8M in Q1 2021.
  • 1,707 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Polianta Ltd's 13F filing for Q1 2026, filed 16 Apr 2026.