Stordahl Capital 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
Q2 | $4.86M | Sell |
21,404
-112
| -0.5% | -$25K | 0.89% | 16 |
|
|
2026
Q1 | $4.54M | Sell |
21,516
-62
| -0.3% | -$13.4K | 0.94% | 16 |
|
|
2025
Q4 | $4.58M | Sell |
21,578
-151
| -0.7% | -$31.6K | 0.94% | 16 |
|
|
2025
Q3 | $4.49M | Buy |
21,729
+1,474
| +7% | +$296K | 0.94% | 16 |
|
|
2025
Q2 | $3.96M | Buy |
20,255
+42
| +0.2% | +$7.82K | 0.88% | 16 |
|
|
2025
Q1 | $3.85M | Buy |
20,213
+233
| +1% | +$45.1K | 0.91% | 17 |
|
|
2024
Q4 | $3.81M | Sell |
19,980
-98
| -0.5% | -$19.4K | 0.9% | 17 |
|
|
2024
Q3 | $3.95M | Buy |
20,078
+1,663
| +9% | +$316K | 0.94% | 17 |
|
|
2024
Q2 | $3.35M | Sell |
18,415
-1,845
| -9% | -$336K | 0.84% | 17 |
|
|
2024
Q1 | $3.78M | Sell |
20,260
-182
| -0.9% | -$32.4K | 0.95% | 17 |
|
|
2023
Q4 | $3.55M | Sell |
20,442
-53
| -0.3% | -$8.52K | 0.97% | 17 |
|
|
2023
Q3 | $3.15M | Sell |
20,495
-268
| -1% | -$43.3K | 0.95% | 16 |
|
|
2023
Q2 | $3.35M | Buy |
20,763
+192
| +0.9% | +$29.5K | 0.97% | 17 |
|
|
2023
Q1 | $3.12M | Sell |
20,571
-158
| -0.8% | -$23.9K | 0.95% | 17 |
|
|
2022
Q4 | $3.01M | Sell |
20,729
-675
| -3% | -$96.4K | 0.98% | 17 |
|
|
2022
Q3 | $2.75M | Buy |
21,404
+56
| +0.3% | +$7.93K | 0.99% | 17 |
|
|
2022
Q2 | $2.93M | Buy |
21,348
+865
| +4% | +$128K | 1.11% | 17 |
|
|
2022
Q1 | $3.19M | Buy |
20,483
+7
| +0% | +$1.08K | 1.18% | 14 |
|
|
2021
Q4 | $3.21M | Sell |
20,476
-109
| -0.5% | -$16.6K | 1.19% | 14 |
|
|
2021
Q3 | $2.99M | Buy |
20,585
+60
| +0.3% | +$8.94K | 1.19% | 14 |
|
|
2021
Q2 | $3.03M | Sell |
20,525
-392
| -2% | -$57.7K | 1.23% | 15 |
|
|
2021
Q1 | $2.95M | Sell |
20,917
-199
| -0.9% | -$26.8K | 1.25% | 14 |
|
|
2020
Q4 | $2.7M | Buy |
21,116
+126
| +0.6% | +$15.2K | 1.23% | 16 |
|
|
2020
Q3 | $2.36M | Buy |
20,990
+241
| +1% | +$27.3K | 1.22% | 15 |
|
|
2020
Q2 | $2.25M | Sell |
20,749
-89
| -0.4% | -$9.44K | 1.25% | 14 |
|
|
2020
Q1 | $1.93M | Sell |
20,838
-1,110
| -5% | -$132K | 1.19% | 16 |
|
|
2019
Q4 | $2.85M | Sell |
21,948
-396
| -2% | -$49.3K | 1.15% | 19 |
|
|
2019
Q3 | $2.66M | Sell |
22,344
-138
| -0.6% | -$16.2K | 1.06% | 19 |
|
|
2019
Q2 | $2.67M | Sell |
22,482
-367
| -2% | -$42K | 1.04% | 19 |
|
|
2019
Q1 | $2.65M | Sell |
22,849
-381
| -2% | -$41.8K | 1.08% | 19 |
|
|
2018
Q4 | $2.35M | Sell |
23,230
-8
| -0% | -$875 | 1.15% | 18 |
|
|
2018
Q3 | $2.58M | Sell |
23,238
-362
| -2% | -$41.5K | 1.15% | 18 |
|
|
2018
Q2 | $2.6M | Sell |
23,600
-131
| -0.6% | -$14.5K | 1.17% | 18 |
|
|
2018
Q1 | $2.6M | Buy |
23,731
+83
| +0.4% | +$9.48K | 1.23% | 18 |
|
|
2017
Q4 | $2.7M | Buy |
+23,648
| New | +$2.62M | 1.28% | 19 |
|
Other funds holding IVE
PAS
LI
HFBOT
CCWA
CC
ANB
MMA
SPIA
CI
Stordahl Capital Management's IVE Position: Q2 2026 in Review
Stordahl Capital Management reduced its iShares S&P 500 Value ETF (IVE) stake by 0.52% in Q2 2026, selling an estimated $25K and leaving 21,404 shares worth $4.86M. The position accounts for 0.89% of the portfolio, ranked #16.
Stordahl Capital Management first reported a position in IVE in Q4 2017 and has held it in 35 quarters since. 488 funds tracked by Wall St. Rank hold IVE as of Q2 2026.
- Stordahl Capital Management held 21,404 shares of iShares S&P 500 Value ETF worth $4.86M as of Q2 2026.
- Stordahl Capital Management sold 112 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $25K.
- iShares S&P 500 Value ETF made up 0.89% of Stordahl Capital Management's portfolio in Q2 2026, its #16 holding.
- Stordahl Capital Management first reported a position in iShares S&P 500 Value ETF in Q4 2017 and has held it in 35 quarters since.
- 488 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.
Based on Stordahl Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.