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Spinnaker Investment Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Spinnaker Investment Group’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$650K Buy
+2,863
New +$640K 0.1% 82
2026
Q1 		– Sell
-3,320
Closed -$704K – 161
2025
Q4 		$704K Buy
3,320
+1,120
+51% +$235K 0.13% 59
2025
Q3 		$454K Buy
+2,200
New +$442K 0.09% 90

Other funds holding IVE

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Spinnaker Investment Group's IVE Position: Q2 2026 in Review

Spinnaker Investment Group opened a new position in iShares S&P 500 Value ETF (IVE) in Q2 2026: 2,863 shares worth $650K. The stake represents 0.1% of the portfolio and ranks #82 among its holdings. This is a return to the name: Spinnaker Investment Group previously reported a position in IVE as recently as Q4 2025.

Spinnaker Investment Group first reported a position in IVE in Q3 2025 and has held it in 3 quarters since. The position peaked at $704K in Q4 2025. 555 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Spinnaker Investment Group held 2,863 shares of iShares S&P 500 Value ETF worth $650K as of Q2 2026.
  • iShares S&P 500 Value ETF was a new Spinnaker Investment Group position in Q2 2026.
  • iShares S&P 500 Value ETF made up 0.1% of Spinnaker Investment Group's portfolio in Q2 2026, its #82 holding.
  • Spinnaker Investment Group first reported a position in iShares S&P 500 Value ETF in Q3 2025 and has held it in 3 quarters since.
  • Spinnaker Investment Group's iShares S&P 500 Value ETF position peaked at $704K in Q4 2025.
  • 555 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Spinnaker Investment Group's 13F filing for Q2 2026, filed 10 Jul 2026.