Tennessee Valley Asset Management Partners’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
$514K Sell
2,265
-151
-6% -$33.7K 0.06% 130
2026
Q1
$510K Buy
2,416
+1,299
+116% +$281K 0.07% 117
2025
Q4
$237K Sell
1,117
-34
-3% -$7.13K 0.03% 163
2025
Q3
$238K Buy
+1,151
New +$231K 0.03% 156
2024
Q1
Sell
-398
Closed -$69.2K 417
2023
Q4
$69.2K Buy
+398
New +$64K 0.01% 202

Other funds holding IVE

Tennessee Valley Asset Management Partners's IVE Position: Q2 2026 in Review

Tennessee Valley Asset Management Partners reduced its iShares S&P 500 Value ETF (IVE) stake by 6.3% in Q2 2026, selling an estimated $33.7K and leaving 2,265 shares worth $514K. The position accounts for 0.06% of the portfolio, ranked #130.

Tennessee Valley Asset Management Partners first reported a position in IVE in Q4 2023 and has held it in 5 quarters since. 1,460 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Tennessee Valley Asset Management Partners held 2,265 shares of iShares S&P 500 Value ETF worth $514K as of Q2 2026.
  • Tennessee Valley Asset Management Partners sold 151 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $33.7K.
  • iShares S&P 500 Value ETF made up 0.06% of Tennessee Valley Asset Management Partners's portfolio in Q2 2026, its #130 holding.
  • Tennessee Valley Asset Management Partners first reported a position in iShares S&P 500 Value ETF in Q4 2023 and has held it in 5 quarters since.
  • 1,460 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q2 2026, filed 10 Aug 2026.