SignatureFD’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $779K | Buy |
3,687
+647
| +21% | +$140K | 0.01% | 465 |
|
|
2025
Q4 | $645K | Buy |
3,040
+950
| +45% | +$199K | 0.01% | 510 |
|
|
2025
Q3 | $432K | Sell |
2,090
-39
| -2% | -$7.83K | 0.01% | 640 |
|
|
2025
Q2 | $416K | Sell |
2,129
-1,128
| -35% | -$210K | 0.01% | 622 |
|
|
2025
Q1 | $621K | Sell |
3,257
-1
| -0% | -$194 | 0.01% | 455 |
|
|
2024
Q4 | $622K | Sell |
3,258
-54
| -2% | -$10.7K | 0.01% | 458 |
|
|
2024
Q3 | $653K | Sell |
3,312
-517
| -14% | -$98.2K | 0.01% | 443 |
|
|
2024
Q2 | $697K | Hold |
3,829
| – | – | 0.01% | 401 |
|
|
2024
Q1 | $715K | Buy |
3,829
+90
| +2% | +$16K | 0.02% | 409 |
|
|
2023
Q4 | $650K | Sell |
3,739
-105
| -3% | -$16.9K | 0.02% | 388 |
|
|
2023
Q3 | $591K | Hold |
3,844
| – | – | 0.02% | 387 |
|
|
2023
Q2 | $620K | Hold |
3,844
| – | – | 0.02% | 373 |
|
|
2023
Q1 | $583K | Sell |
3,844
-915
| -19% | -$138K | 0.02% | 382 |
|
|
2022
Q4 | $690K | Buy |
4,759
+789
| +20% | +$113K | 0.02% | 312 |
|
|
2022
Q3 | $510K | Sell |
3,970
-743
| -16% | -$105K | 0.02% | 364 |
|
|
2022
Q2 | $648K | Sell |
4,713
-37
| -0.8% | -$5.46K | 0.02% | 302 |
|
|
2022
Q1 | $740K | Hold |
4,750
| – | – | 0.02% | 281 |
|
|
2021
Q4 | $744K | Sell |
4,750
-70
| -1% | -$10.6K | 0.02% | 275 |
|
|
2021
Q3 | $701K | Buy |
4,820
+57
| +1% | +$8.49K | 0.02% | 267 |
|
|
2021
Q2 | $703K | Buy |
4,763
+624
| +15% | +$91.9K | 0.03% | 261 |
|
|
2021
Q1 | $585K | Hold |
4,139
| – | – | 0.03% | 275 |
|
|
2020
Q4 | $530K | Buy |
4,139
+3,093
| +296% | +$374K | 0.03% | 254 |
|
|
2020
Q3 | $118K | Buy |
1,046
+51
| +5% | +$5.78K | 0.01% | 651 |
|
|
2020
Q2 | $108K | Sell |
995
-1,030
| -51% | -$109K | 0.01% | 659 |
|
|
2020
Q1 | $195K | Sell |
2,025
-2,485
| -55% | -$296K | 0.02% | 422 |
|
|
2019
Q4 | $587K | Buy |
4,510
+1,758
| +64% | +$219K | 0.04% | 209 |
|
|
2019
Q3 | $328K | Buy |
2,752
+375
| +16% | +$44K | 0.03% | 280 |
|
|
2019
Q2 | $277K | Buy |
2,377
+826
| +53% | +$94.6K | 0.02% | 297 |
|
|
2019
Q1 | $175K | Hold |
1,551
| – | – | 0.01% | 430 |
|
|
2018
Q4 | $157K | Buy |
1,551
+621
| +67% | +$67.9K | 0.01% | 435 |
|
|
2018
Q3 | $108K | Hold |
930
| – | – | 0.01% | 613 |
|
|
2018
Q2 | $102K | Hold |
930
| – | – | 0.01% | 613 |
|
|
2018
Q1 | $102K | Buy |
+930
| New | +$106K | 0.01% | 526 |
|
|
2016
Q4 | – | Sell |
-89
| Closed | -$8K | – | 715 |
|
|
2016
Q3 | $8K | Hold |
89
| – | – | ﹤0.01% | 1090 |
|
|
2016
Q2 | $8K | Buy |
+89
| New | +$8.15K | ﹤0.01% | 965 |
|
|
2015
Q3 | – | Sell |
-884
| Closed | -$82K | – | 1296 |
|
|
2015
Q2 | $82K | Hold |
884
| – | – | 0.02% | 260 |
|
|
2015
Q1 | $82K | Buy |
+884
| New | +$82.1K | 0.02% | 242 |
|
Other funds holding IVE
SignatureFD's IVE Position: Q1 2026 in Review
SignatureFD increased its iShares S&P 500 Value ETF (IVE) stake by 21% in Q1 2026, buying an estimated $140K and bringing the position to 3,687 shares worth $779K. The position accounts for 0.01% of the portfolio, ranked #465.
SignatureFD first reported a position in IVE in Q1 2015 and has held it in 37 quarters since. 1,705 funds tracked by Wall St. Rank hold IVE as of Q1 2026.
- SignatureFD held 3,687 shares of iShares S&P 500 Value ETF worth $779K as of Q1 2026.
- SignatureFD bought 647 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $140K.
- iShares S&P 500 Value ETF made up 0.01% of SignatureFD's portfolio in Q1 2026, its #465 holding.
- SignatureFD first reported a position in iShares S&P 500 Value ETF in Q1 2015 and has held it in 37 quarters since.
- 1,705 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.
Based on SignatureFD's 13F filing for Q1 2026, filed 7 Apr 2026.