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

Raleigh 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 		$2.09M Sell
9,216
-2,126
-19% -$475K 0.67% 44
2026
Q1 		$2.39M Sell
11,342
-1,197
-10% -$259K 0.83% 34
2025
Q4 		$2.66M Buy
12,539
+3,374
+37% +$707K 0.97% 22
2025
Q3 		$1.89M Buy
9,165
+631
+7% +$127K 0.72% 48
2025
Q2 		$1.67M Buy
8,534
+1,272
+18% +$237K 0.7% 43
2025
Q1 		$1.38M Buy
7,262
+1,373
+23% +$266K 0.63% 52
2024
Q4 		$1.12M Buy
5,889
+118
+2% +$23.4K 0.43% 71
2024
Q3 		$1.14M Sell
5,771
-68
-1% -$12.9K 0.44% 70
2024
Q2 		$1.06M Sell
5,839
-80
-1% -$14.6K 0.45% 67
2024
Q1 		$1.11M Buy
5,919
+5,153
+673% +$916K 0.48% 64
2023
Q4 		$133K Sell
766
-8
-1% -$1.29K 0.06% 210
2023
Q3 		$119K Buy
774
+8
+1% +$1.29K 0.06% 204
2023
Q2 		$124K Hold
766
– – 0.06% 201
2023
Q1 		$116K Buy
766
+4
+0.5% +$604 0.06% 211
2022
Q4 		$111K Sell
762
-354
-32% -$50.5K 0.06% 209
2022
Q3 		$143K Buy
1,116
+363
+48% +$51.4K 0.08% 192
2022
Q2 		$104K Buy
753
+3
+0.4% +$443 0.06% 221
2022
Q1 		$117K Buy
+750
New +$115K 0.06% 212

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
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

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

Raleigh Capital Management reduced its iShares S&P 500 Value ETF (IVE) stake by 19% in Q2 2026, selling an estimated $475K and leaving 9,216 shares worth $2.09M. The position accounts for 0.67% of the portfolio, ranked #44.

Raleigh Capital Management first reported a position in IVE in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.66M in Q4 2025. 447 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Raleigh Capital Management held 9,216 shares of iShares S&P 500 Value ETF worth $2.09M as of Q2 2026.
  • Raleigh Capital Management sold 2,126 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $475K.
  • iShares S&P 500 Value ETF made up 0.67% of Raleigh Capital Management's portfolio in Q2 2026, its #44 holding.
  • Raleigh Capital Management first reported a position in iShares S&P 500 Value ETF in Q1 2022 and has held it in 18 quarters since.
  • Raleigh Capital Management's iShares S&P 500 Value ETF position peaked at $2.66M in Q4 2025.
  • 447 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.