Strategy Asset Managers’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
Strategy Asset Managers's IVE Position: Q2 2026 in Review
Strategy Asset Managers reduced its iShares S&P 500 Value ETF (IVE) stake by 26% in Q2 2026, selling an estimated $194K and leaving 2,469 shares worth $561K. The position accounts for 0.08% of the portfolio, ranked #153.
Strategy Asset Managers first reported a position in IVE in Q4 2025 and has held it in 3 quarters since. The position peaked at $705K in Q1 2026. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.
- Strategy Asset Managers held 2,469 shares of iShares S&P 500 Value ETF worth $561K as of Q2 2026.
- Strategy Asset Managers sold 869 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $194K.
- iShares S&P 500 Value ETF made up 0.08% of Strategy Asset Managers's portfolio in Q2 2026, its #153 holding.
- Strategy Asset Managers first reported a position in iShares S&P 500 Value ETF in Q4 2025 and has held it in 3 quarters since.
- Strategy Asset Managers's iShares S&P 500 Value ETF position peaked at $705K in Q1 2026.
- 1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.
Based on Strategy Asset Managers's 13F filing for Q2 2026, filed 14 Aug 2026.