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Stone House Investment Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Stone House Investment Management’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
Q1 		$37.4M Sell
177,216
-21,814
-11% -$4.72M 6.71% 3
2025
Q4 		$42.2M Buy
199,030
+60,799
+44% +$12.7M 6.55% 4
2025
Q3 		$28.5M Buy
138,231
+9,435
+7% +$1.9M 4.81% 9
2025
Q2 		$25.2M Buy
128,796
+16,969
+15% +$3.16M 4.63% 9
2025
Q1 		$21.3M Buy
111,827
+49,840
+80% +$9.64M 4.32% 9
2024
Q4 		$11.8M Sell
61,987
-10,487
-14% -$2.08M 3.01% 11
2024
Q3 		$14.3M Buy
72,474
+2,696
+4% +$512K 2.95% 11
2024
Q2 		$12.7M Buy
69,778
+4,005
+6% +$729K 3.3% 8
2024
Q1 		$12.3M Buy
+65,773
New +$11.7M 2.89% 11
2023
Q1 		– Hold
0
– – – 307
2022
Q2 		– Sell
-22,451
Closed -$3.5M – 46
2022
Q1 		$3.5M Sell
22,451
-18,170
-45% -$2.8M 1.19% 17
2021
Q4 		$6.36M Sell
40,621
-9,328
-19% -$1.42M 2.18% 12
2021
Q3 		$7.37M Hold
49,949
– – 2.87% 11
2021
Q2 		$7.37M Buy
49,949
+2,892
+6% +$426K 2.87% 11
2021
Q1 		$6.02M Hold
47,057
– – 3.03% 12
2020
Q4 		$6.02M Buy
47,057
+1,169
+3% +$141K 3.03% 12
2020
Q3 		$5.16M Sell
45,888
-4,543
-9% -$515K 2.09% 16
2020
Q2 		$5.46M Buy
50,431
+15,067
+43% +$1.6M 2.74% 12
2020
Q1 		$3.4M Buy
+35,364
New +$4.21M 1.99% 15
2019
Q4 		– Sell
-66,199
Closed -$7.89M – 37
2019
Q3 		$7.89M Sell
66,199
-5,569
-8% -$653K 3.93% 8
2019
Q2 		$8.37M Sell
71,768
-4,544
-6% -$521K 4.37% 8
2019
Q1 		$8.6M Sell
76,312
-11,783
-13% -$1.29M 4.48% 6
2018
Q4 		$8.91M Buy
88,095
+438
+0.5% +$47.9K 5.63% 5
2018
Q3 		$10.2M Buy
87,657
+20,751
+31% +$2.38M 5.83% 3
2018
Q2 		$7.37M Sell
66,906
-2,787
-4% -$309K 4.69% 6
2018
Q1 		$7.62M Sell
69,693
-21,890
-24% -$2.5M 4.95% 6
2017
Q4 		$10.5M Buy
91,583
+3,037
+3% +$336K 7.08% 5
2017
Q3 		$9.55M Sell
88,546
-25,204
-22% -$2.67M 6.8% 4
2017
Q2 		$11.9M Sell
113,750
-17,910
-14% -$1.87M 8.58% 4
2017
Q1 		$13.7M Sell
131,660
-26,334
-17% -$2.74M 10.26% 3
2016
Q4 		$16M Buy
+157,994
New +$15.4M 13.47% 1

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stone House Investment Management's IVE Position: Q1 2026 in Review

Stone House Investment Management reduced its iShares S&P 500 Value ETF (IVE) stake by 11% in Q1 2026, selling an estimated $4.72M and leaving 177,216 shares worth $37.4M. The position accounts for 6.71% of the portfolio, ranked #3.

Stone House Investment Management first reported a position in IVE in Q4 2016 and has held it in 30 quarters since. The position peaked at $42.2M in Q4 2025. 1,705 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

  • Stone House Investment Management held 177,216 shares of iShares S&P 500 Value ETF worth $37.4M as of Q1 2026.
  • Stone House Investment Management sold 21,814 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $4.72M.
  • iShares S&P 500 Value ETF made up 6.71% of Stone House Investment Management's portfolio in Q1 2026, its #3 holding.
  • Stone House Investment Management first reported a position in iShares S&P 500 Value ETF in Q4 2016 and has held it in 30 quarters since.
  • Stone House Investment Management's iShares S&P 500 Value ETF position peaked at $42.2M in Q4 2025.
  • 1,705 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.