Proffitt & Goodson’s iShares S&P 500 Value ETF IVE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$82.2K Sell
362
-218
-38% -$48.7K 0.01% 169
2026
Q1
$122K Buy
+580
New +$126K 0.02% 139

Other funds holding IVE

Proffitt & Goodson's IVE Position: Q2 2026 in Review

Proffitt & Goodson reduced its iShares S&P 500 Value ETF (IVE) stake by 38% in Q2 2026, selling an estimated $48.7K and leaving 362 shares worth $82.2K. The position accounts for 0.01% of the portfolio, ranked #169.

Proffitt & Goodson first reported a position in IVE in Q1 2026 and has held it in 2 quarters since. The position peaked at $122K in Q1 2026. 1,769 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Proffitt & Goodson held 362 shares of iShares S&P 500 Value ETF worth $82.2K as of Q2 2026.
  • Proffitt & Goodson sold 218 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $48.7K.
  • iShares S&P 500 Value ETF made up 0.01% of Proffitt & Goodson's portfolio in Q2 2026, its #169 holding.
  • Proffitt & Goodson first reported a position in iShares S&P 500 Value ETF in Q1 2026 and has held it in 2 quarters since.
  • Proffitt & Goodson's iShares S&P 500 Value ETF position peaked at $122K in Q1 2026.
  • 1,769 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Proffitt & Goodson's 13F filing for Q2 2026, filed 22 Jul 2026.