VC
IVE icon

Veery Capital’s iShares S&P 500 Value ETF IVE Stock Holding History

Veery Capital’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 		$483K Buy
2,128
+152
+8% +$34K 0.13% 53
2026
Q1 		$417K Buy
1,976
+132
+7% +$28.6K 0.13% 49
2025
Q4 		$391K Buy
1,844
+153
+9% +$32.1K 0.12% 54
2025
Q3 		$349K Buy
1,691
+396
+31% +$79.5K 0.11% 57
2025
Q2 		$253K Hold
1,295
– – 0.09% 73
2025
Q1 		$247K Buy
+1,295
New +$251K 0.1% 68

Other funds holding IVE

LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Veery Capital's IVE Position: Q2 2026 in Review

Veery Capital increased its iShares S&P 500 Value ETF (IVE) stake by 7.7% in Q2 2026, buying an estimated $34K and bringing the position to 2,128 shares worth $483K. The position accounts for 0.13% of the portfolio, ranked #53.

Veery Capital first reported a position in IVE in Q1 2025 and has held it in 6 quarters since. 336 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Veery Capital held 2,128 shares of iShares S&P 500 Value ETF worth $483K as of Q2 2026.
  • Veery Capital bought 152 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $34K.
  • iShares S&P 500 Value ETF made up 0.13% of Veery Capital's portfolio in Q2 2026, its #53 holding.
  • Veery Capital first reported a position in iShares S&P 500 Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 336 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Veery Capital's 13F filing for Q2 2026, filed 9 Jul 2026.