Vision Retirement’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
Vision Retirement's IVE Position: Q2 2026 in Review
Vision Retirement increased its iShares S&P 500 Value ETF (IVE) stake by 11% in Q2 2026, buying an estimated $168K and bringing the position to 7,760 shares worth $1.76M. The position accounts for 0.43% of the portfolio, ranked #45.
Vision Retirement first reported a position in IVE in Q4 2025 and has held it in 3 quarters since. 1,706 funds tracked by Wall St. Rank hold IVE as of Q2 2026.
- Vision Retirement held 7,760 shares of iShares S&P 500 Value ETF worth $1.76M as of Q2 2026.
- Vision Retirement bought 753 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $168K.
- iShares S&P 500 Value ETF made up 0.43% of Vision Retirement's portfolio in Q2 2026, its #45 holding.
- Vision Retirement first reported a position in iShares S&P 500 Value ETF in Q4 2025 and has held it in 3 quarters since.
- 1,706 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.
Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.