Vima LLC
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Vima LLC’s iShares S&P 500 Value ETF IVE Stock Holding History

Vima LLC’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
Q3 		$35.4K Hold
155
– – 0.04% 176
2026
Q2 		$35.2K Buy
+155
New +$34.6K 0.03% 178
2024
Q2 		– Sell
-155
Closed -$23.5K – 203
2024
Q1 		$23.5K Hold
155
– – 0.03% 172
2023
Q4 		$27K Buy
+155
New +$24.9K 0.06% 165

Other funds holding IVE

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Home Federal Bank of Tennessee
Home Federal Bank of Tennessee Knoxville, Tennessee $465M AUM 18.18% 1-Year Est. Return
Encompass Wealth Advisors
Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return
Ascent Group
Ascent Group Virginia Beach, Virginia $3.34B AUM 20.18% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Vima LLC's IVE Position: Q3 2026 in Review

Vima LLC held its iShares S&P 500 Value ETF (IVE) position steady in Q3 2026 at 155 shares worth $35.4K. The position accounts for 0.04% of the portfolio, ranked #176.

Vima LLC first reported a position in IVE in Q4 2023 and has held it in 4 quarters since. 843 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

  • Vima LLC held 155 shares of iShares S&P 500 Value ETF worth $35.4K as of Q3 2026.
  • Vima LLC left its iShares S&P 500 Value ETF share count unchanged in Q3 2026.
  • iShares S&P 500 Value ETF made up 0.04% of Vima LLC's portfolio in Q3 2026, its #176 holding.
  • Vima LLC first reported a position in iShares S&P 500 Value ETF in Q4 2023 and has held it in 4 quarters since.
  • 843 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Vima LLC's 13F filing for Q3 2026, filed 23 Oct 2026.