Semmax Financial Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
Semmax Financial Advisors's IVE Position: Q2 2025 in Review
Semmax Financial Advisors increased its iShares S&P 500 Value ETF (IVE) stake by 10% in Q2 2025, buying an estimated $92.4K and bringing the position to 5,383 shares worth $1.07M. The position accounts for 0.28% of the portfolio, ranked #91.
Semmax Financial Advisors first reported a position in IVE in Q4 2022 and has held it in 8 quarters since. 1,536 funds tracked by Wall St. Rank hold IVE as of Q2 2025.
- Semmax Financial Advisors held 5,383 shares of iShares S&P 500 Value ETF worth $1.07M as of Q2 2025.
- Semmax Financial Advisors bought 496 iShares S&P 500 Value ETF shares in Q2 2025, an estimated $92.4K.
- iShares S&P 500 Value ETF made up 0.28% of Semmax Financial Advisors's portfolio in Q2 2025, its #91 holding.
- Semmax Financial Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2022 and has held it in 8 quarters since.
- 1,536 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2025.
Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.