Scarborough Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
Scarborough Advisors's IVE Position: Q1 2026 in Review
Scarborough Advisors opened a new position in iShares S&P 500 Value ETF (IVE) in Q1 2026: 91,539 shares worth $19.3M. The stake represents 2.12% of the portfolio and ranks #15 among its holdings. This is a return to the name: Scarborough Advisors previously reported a position in IVE as recently as Q1 2025.
Scarborough Advisors first reported a position in IVE in Q4 2023 and has held it in 5 quarters since. 1,704 funds tracked by Wall St. Rank hold IVE as of Q1 2026.
- Scarborough Advisors held 91,539 shares of iShares S&P 500 Value ETF worth $19.3M as of Q1 2026.
- iShares S&P 500 Value ETF was a new Scarborough Advisors position in Q1 2026.
- iShares S&P 500 Value ETF made up 2.12% of Scarborough Advisors's portfolio in Q1 2026, its #15 holding.
- Scarborough Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2023 and has held it in 5 quarters since.
- 1,704 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.
Based on Scarborough Advisors's 13F filing for Q1 2026, filed 7 May 2026.