Rossby Financial’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
Rossby Financial's IVE Position: Q2 2026 in Review
Rossby Financial reduced its iShares S&P 500 Value ETF (IVE) stake by 18% in Q2 2026, selling an estimated $42.2K and leaving 835 shares worth $190K. The position accounts for 0.03% of the portfolio, ranked #410.
Rossby Financial first reported a position in IVE in Q1 2025 and has held it in 6 quarters since. The position peaked at $217K in Q1 2026. 1,764 funds tracked by Wall St. Rank hold IVE as of Q2 2026.
- Rossby Financial held 835 shares of iShares S&P 500 Value ETF worth $190K as of Q2 2026.
- Rossby Financial sold 189 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $42.2K.
- iShares S&P 500 Value ETF made up 0.03% of Rossby Financial's portfolio in Q2 2026, its #410 holding.
- Rossby Financial first reported a position in iShares S&P 500 Value ETF in Q1 2025 and has held it in 6 quarters since.
- Rossby Financial's iShares S&P 500 Value ETF position peaked at $217K in Q1 2026.
- 1,764 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.
Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.