Smartleaf Asset Management’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
$2.41M Buy
11,611
+493
+4% +$107K 0.09% 209
2025
Q4
$2.37M Buy
11,118
+416
+4% +$87.2K 0.09% 199
2025
Q3
$2.2M Buy
10,702
+387
+4% +$77.7K 0.14% 159
2025
Q2
$2M Buy
10,315
+5,770
+127% +$1.07M 0.18% 119
2025
Q1
$858K Buy
4,545
+312
+7% +$60.4K 0.08% 262
2024
Q4
$807K Buy
4,233
+235
+6% +$46.6K 0.08% 257
2024
Q3
$786K Buy
3,998
+265
+7% +$50.3K 0.1% 235
2024
Q2
$679K Buy
3,733
+20
+0.5% +$3.64K 0.11% 207
2024
Q1
$691K Buy
3,713
+32
+0.9% +$5.69K 0.13% 177
2023
Q4
$641K Buy
+3,681
New +$592K 0.17% 131

Other funds holding IVE

Smartleaf Asset Management's IVE Position: Q1 2026 in Review

Smartleaf Asset Management increased its iShares S&P 500 Value ETF (IVE) stake by 4.4% in Q1 2026, buying an estimated $107K and bringing the position to 11,611 shares worth $2.41M. The position accounts for 0.09% of the portfolio, ranked #209.

Smartleaf Asset Management first reported a position in IVE in Q4 2023 and has held it in 10 quarters since. 1,707 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

  • Smartleaf Asset Management held 11,611 shares of iShares S&P 500 Value ETF worth $2.41M as of Q1 2026.
  • Smartleaf Asset Management bought 493 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $107K.
  • iShares S&P 500 Value ETF made up 0.09% of Smartleaf Asset Management's portfolio in Q1 2026, its #209 holding.
  • Smartleaf Asset Management first reported a position in iShares S&P 500 Value ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,707 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.