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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Vima LLC's IVE Position: Q2 2026 in Review

Vima LLC opened a new position in iShares S&P 500 Value ETF (IVE) in Q2 2026: 155 shares worth $35.2K. The stake represents 0.03% of the portfolio and ranks #178 among its holdings. This is a return to the name: Vima LLC previously reported a position in IVE as recently as Q1 2024.

Vima LLC first reported a position in IVE in Q4 2023 and has held it in 3 quarters since. 957 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Vima LLC held 155 shares of iShares S&P 500 Value ETF worth $35.2K as of Q2 2026.
  • iShares S&P 500 Value ETF was a new Vima LLC position in Q2 2026.
  • iShares S&P 500 Value ETF made up 0.03% of Vima LLC's portfolio in Q2 2026, its #178 holding.
  • Vima LLC first reported a position in iShares S&P 500 Value ETF in Q4 2023 and has held it in 3 quarters since.
  • 957 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Vima LLC's 13F filing for Q2 2026, filed 24 Jul 2026.