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Presidio Capital Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Presidio Capital Management’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 		$277K Buy
1,220
+267
+28% +$59.6K 0.07% 66
2026
Q1 		$201K Buy
+953
New +$206K 0.06% 71

Other funds holding IVE

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Presidio Capital Management's IVE Position: Q2 2026 in Review

Presidio Capital Management increased its iShares S&P 500 Value ETF (IVE) stake by 28% in Q2 2026, buying an estimated $59.6K and bringing the position to 1,220 shares worth $277K. The position accounts for 0.07% of the portfolio, ranked #66.

Presidio Capital Management first reported a position in IVE in Q1 2026 and has held it in 2 quarters since. 853 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Presidio Capital Management held 1,220 shares of iShares S&P 500 Value ETF worth $277K as of Q2 2026.
  • Presidio Capital Management bought 267 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $59.6K.
  • iShares S&P 500 Value ETF made up 0.07% of Presidio Capital Management's portfolio in Q2 2026, its #66 holding.
  • Presidio Capital Management first reported a position in iShares S&P 500 Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 853 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Presidio Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.