Valor 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
$4.49M Hold
19,772
3.31% 6
2026
Q1
$4.19M Hold
19,772
3.53% 6
2025
Q4
$4.19M Buy
+19,772
New +$4.14M 3.49% 6

Other funds holding IVE

Valor Advisors's IVE Position: Q2 2026 in Review

Valor Advisors held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 19,772 shares worth $4.49M. The position accounts for 3.31% of the portfolio, ranked #6.

Valor Advisors first reported a position in IVE in Q4 2025 and has held it in 3 quarters since. 1,760 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Valor Advisors held 19,772 shares of iShares S&P 500 Value ETF worth $4.49M as of Q2 2026.
  • Valor Advisors left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Value ETF made up 3.31% of Valor Advisors's portfolio in Q2 2026, its #6 holding.
  • Valor Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,760 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Valor Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.