PCIA
IVE icon

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

Prime Capital 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 		$4.43M Sell
19,521
-1,362
-7% -$304K 0.04% 252
2026
Q1 		$4.41M Sell
20,883
-921
-4% -$199K 0.05% 238
2025
Q4 		$4.62M Buy
21,804
+2,312
+12% +$485K 0.06% 212
2025
Q3 		$4.03M Sell
19,492
-4,714
-19% -$947K 0.05% 234
2025
Q2 		$4.73M Sell
24,206
-7,840
-24% -$1.46M 0.06% 206
2025
Q1 		$6.11M Buy
32,046
+3,073
+11% +$595K 0.07% 195
2024
Q4 		$5.53M Sell
28,973
-1,076
-4% -$213K 0.08% 167
2024
Q3 		$5.92M Sell
30,049
-3,463
-10% -$658K 0.08% 163
2024
Q2 		$6.1M Sell
33,512
-4,590
-12% -$836K 0.09% 159
2024
Q1 		$7.12M Buy
38,102
+18,516
+95% +$3.29M 0.1% 159
2023
Q4 		$3.41M Buy
19,586
+14,485
+284% +$2.33M 0.05% 252
2023
Q3 		$785K Buy
5,101
+191
+4% +$30.9K 0.02% 387
2023
Q2 		$791K Buy
4,910
+109
+2% +$16.8K 0.02% 397
2023
Q1 		$729K Sell
4,801
-59
-1% -$8.92K 0.03% 295
2022
Q4 		$705K Buy
4,860
+2,618
+117% +$374K 0.03% 277
2022
Q3 		$288K Buy
2,242
+282
+14% +$40K 0.02% 314
2022
Q2 		$269K Buy
+1,960
New +$289K 0.02% 312
2020
Q3 		– Sell
-131
Closed -$14K – 475
2020
Q2 		$14K Hold
131
– – ﹤0.01% 399
2020
Q1 		$13K Hold
131
– – ﹤0.01% 391
2019
Q4 		$17K Hold
131
– – ﹤0.01% 429
2019
Q3 		$16K Sell
131
-140
-52% -$16.4K ﹤0.01% 449
2019
Q2 		$32K Buy
271
+140
+107% +$16K 0.01% 267
2019
Q1 		$15K Buy
+131
New +$14.4K ﹤0.01% 248

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Prime Capital Investment Advisors's IVE Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its iShares S&P 500 Value ETF (IVE) stake by 6.5% in Q2 2026, selling an estimated $304K and leaving 19,521 shares worth $4.43M. The position accounts for 0.04% of the portfolio, ranked #252.

Prime Capital Investment Advisors first reported a position in IVE in Q1 2019 and has held it in 23 quarters since. The position peaked at $7.12M in Q1 2024. 1,460 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Prime Capital Investment Advisors held 19,521 shares of iShares S&P 500 Value ETF worth $4.43M as of Q2 2026.
  • Prime Capital Investment Advisors sold 1,362 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $304K.
  • iShares S&P 500 Value ETF made up 0.04% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #252 holding.
  • Prime Capital Investment Advisors first reported a position in iShares S&P 500 Value ETF in Q1 2019 and has held it in 23 quarters since.
  • Prime Capital Investment Advisors's iShares S&P 500 Value ETF position peaked at $7.12M in Q1 2024.
  • 1,460 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.