Strathmore Capital Advisors’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
$320K Buy
1,390
+89
+7% +$19.9K 0.09% 106
2026
Q1
$287K Buy
+1,301
New +$282K 0.08% 114

Other funds holding IVE

Strathmore Capital Advisors's IVE Position: Q2 2026 in Review

Strathmore Capital Advisors increased its iShares S&P 500 Value ETF (IVE) stake by 6.8% in Q2 2026, buying an estimated $19.9K and bringing the position to 1,390 shares worth $320K. The position accounts for 0.09% of the portfolio, ranked #106.

Strathmore Capital Advisors first reported a position in IVE in Q1 2026 and has held it in 2 quarters since. 1,766 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Strathmore Capital Advisors held 1,390 shares of iShares S&P 500 Value ETF worth $320K as of Q2 2026.
  • Strathmore Capital Advisors bought 89 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $19.9K.
  • iShares S&P 500 Value ETF made up 0.09% of Strathmore Capital Advisors's portfolio in Q2 2026, its #106 holding.
  • Strathmore Capital Advisors first reported a position in iShares S&P 500 Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,766 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Strathmore Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.