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

Westwind 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 		– Sell
-1,193
Closed -$252K – 90
2026
Q1 		$252K Buy
+1,193
New +$258K 0.06% 39

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JC
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CWM
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LI
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Cambridge Investment Research Advisors
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AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Truist Financial
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HFBOT
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Westwind Capital's IVE Position: Q2 2026 in Review

Westwind Capital sold out of iShares S&P 500 Value ETF (IVE) in Q2 2026, closing a stake of 1,193 shares — an estimated $252K sold.

Westwind Capital first reported a position in IVE in Q1 2026 and held it in 1 quarter. The position peaked at $252K in Q1 2026. 911 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Westwind Capital reported no remaining iShares S&P 500 Value ETF position as of Q2 2026 after selling out during the quarter.
  • Westwind Capital sold 1,193 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $252K.
  • Westwind Capital first reported a position in iShares S&P 500 Value ETF in Q1 2026 and held it in 1 quarter.
  • Westwind Capital's iShares S&P 500 Value ETF position peaked at $252K in Q1 2026.
  • 911 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Westwind Capital's 13F filing for Q2 2026, filed 15 Jul 2026.