URS Advisory’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
URS Advisory's IVE Position: Q2 2026 in Review
URS Advisory reduced its iShares S&P 500 Value ETF (IVE) stake by 0.31% in Q2 2026, selling an estimated $1.12K and leaving 1,610 shares worth $366K. The position accounts for 0.2% of the portfolio, ranked #45.
URS Advisory first reported a position in IVE in Q1 2026 and has held it in 2 quarters since. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.
- URS Advisory held 1,610 shares of iShares S&P 500 Value ETF worth $366K as of Q2 2026.
- URS Advisory sold 5 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $1.12K.
- iShares S&P 500 Value ETF made up 0.2% of URS Advisory's portfolio in Q2 2026, its #45 holding.
- URS Advisory first reported a position in iShares S&P 500 Value ETF in Q1 2026 and has held it in 2 quarters since.
- 1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.
Based on URS Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.