Stirlingshire Investments’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
$371K Sell
1,632
-595
-27% -$133K 0.27% 117
2026
Q1
$470K Sell
2,227
-287
-11% -$62.1K 0.41% 63
2025
Q4
$533K Buy
+2,514
New +$527K 0.47% 58

Other funds holding IVE

Stirlingshire Investments's IVE Position: Q2 2026 in Review

Stirlingshire Investments reduced its iShares S&P 500 Value ETF (IVE) stake by 27% in Q2 2026, selling an estimated $133K and leaving 1,632 shares worth $371K. The position accounts for 0.27% of the portfolio, ranked #117.

Stirlingshire Investments first reported a position in IVE in Q4 2025 and has held it in 3 quarters since. The position peaked at $533K in Q4 2025. 1,764 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Stirlingshire Investments held 1,632 shares of iShares S&P 500 Value ETF worth $371K as of Q2 2026.
  • Stirlingshire Investments sold 595 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $133K.
  • iShares S&P 500 Value ETF made up 0.27% of Stirlingshire Investments's portfolio in Q2 2026, its #117 holding.
  • Stirlingshire Investments first reported a position in iShares S&P 500 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Stirlingshire Investments's iShares S&P 500 Value ETF position peaked at $533K in Q4 2025.
  • 1,764 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Stirlingshire Investments's 13F filing for Q2 2026, filed 31 Jul 2026.