Spirepoint Private Client’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
Q2
$616K Hold
2,711
0.05% 178
2026
Q1
$572K Sell
2,711
-214
-7% -$46.3K 0.05% 171
2025
Q4
$620K Buy
+2,925
New +$613K 0.06% 153

Other funds holding IVE

Spirepoint Private Client's IVE Position: Q2 2026 in Review

Spirepoint Private Client held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 2,711 shares worth $616K. The position accounts for 0.05% of the portfolio, ranked #178.

Spirepoint Private Client first reported a position in IVE in Q4 2025 and has held it in 3 quarters since. The position peaked at $620K in Q4 2025. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Spirepoint Private Client held 2,711 shares of iShares S&P 500 Value ETF worth $616K as of Q2 2026.
  • Spirepoint Private Client left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Value ETF made up 0.05% of Spirepoint Private Client's portfolio in Q2 2026, its #178 holding.
  • Spirepoint Private Client first reported a position in iShares S&P 500 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Spirepoint Private Client's iShares S&P 500 Value ETF position peaked at $620K in Q4 2025.
  • 1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Spirepoint Private Client's 13F filing for Q2 2026, filed 5 Aug 2026.