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: Q2 2026 in Review
Scarborough Advisors reduced its iShares S&P 500 Value ETF (IVE) stake by 25% in Q2 2026, selling an estimated $5.2M and leaving 68,244 shares worth $15.6M. The position accounts for 1.79% of the portfolio, ranked #17.
Scarborough Advisors first reported a position in IVE in Q4 2023 and has held it in 6 quarters since. The position peaked at $19.3M in Q1 2026. 1,766 funds tracked by Wall St. Rank hold IVE as of Q2 2026.
- Scarborough Advisors held 68,244 shares of iShares S&P 500 Value ETF worth $15.6M as of Q2 2026.
- Scarborough Advisors sold 23,295 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $5.2M.
- iShares S&P 500 Value ETF made up 1.79% of Scarborough Advisors's portfolio in Q2 2026, its #17 holding.
- Scarborough Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2023 and has held it in 6 quarters since.
- Scarborough Advisors's iShares S&P 500 Value ETF position peaked at $19.3M in Q1 2026.
- 1,766 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.
Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.