Turim 21 Investimentos’s iShares S&P 500 Value ETF IVE Stock Holding History

Turim 21 Investimentos’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 Q2	$71.5K	Hold	929	–	–	0.01%	54
2026 Q1	$70.9K	Sell	929 -277	-23%	-$60K	0.02%	47
2025 Q4	$86.6K	Hold	1,206	–	–	0.03%	48
2025 Q3	$72.1K	Sell	1,206 -1,021	-46%	-$205K	0.02%	56
2025 Q2	$435K	Hold	2,227	–	–	0.09%	30
2025 Q1	$424K	Hold	2,227	–	–	0.11%	27
2024 Q4	$437K	Hold	2,227	–	–	0.11%	26
2024 Q3	$439K	Hold	2,227	–	–	0.12%	21
2024 Q2	$405K	Hold	2,227	–	–	0.1%	22
2024 Q1	$416K	Hold	2,227	–	–	0.11%	20
2023 Q4	$387K	Hold	2,227	–	–	0.12%	22
2023 Q3	$343K	Hold	2,227	–	–	0.15%	21
2023 Q2	$359K	Hold	2,227	–	–	0.18%	25
2023 Q1	$338K	Hold	2,227	–	–	0.34%	21
2022 Q4	$323K	Hold	2,227	–	–	0.18%	17
2022 Q3	$286K	Hold	2,227	–	–	0.24%	21
2022 Q2	$306K	Hold	2,227	–	–	0.27%	28
2022 Q1	$347K	Buy	+2,227	New	+$343K	0.15%	33

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Turim 21 Investimentos's IVE Position: Q2 2026 in Review

Turim 21 Investimentos held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 929 shares worth $71.5K. The position accounts for 0.01% of the portfolio, ranked #54.

Turim 21 Investimentos first reported a position in IVE in Q1 2022 and has held it in 18 quarters since. The position peaked at $439K in Q3 2024. 1,764 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Turim 21 Investimentos held 929 shares of iShares S&P 500 Value ETF worth $71.5K as of Q2 2026.
Turim 21 Investimentos left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
iShares S&P 500 Value ETF made up 0.01% of Turim 21 Investimentos's portfolio in Q2 2026, its #54 holding.
Turim 21 Investimentos first reported a position in iShares S&P 500 Value ETF in Q1 2022 and has held it in 18 quarters since.
Turim 21 Investimentos's iShares S&P 500 Value ETF position peaked at $439K in Q3 2024.
1,764 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Turim 21 Investimentos's 13F filing for Q2 2026, filed 10 Aug 2026.