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

Yousif Capital Management’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
-1,101
Closed -$232K – 1725
2026
Q1 		$232K Sell
1,101
-3,392
-75% -$734K ﹤0.01% 1711
2025
Q4 		$960K Buy
+4,493
New +$942K 0.01% 1101
2025
Q3 		– Sell
-1,304
Closed -$255K – 1906
2025
Q2 		$255K Sell
1,304
-528
-29% -$98.4K ﹤0.01% 1735
2025
Q1 		$349K Sell
1,832
-5,945
-76% -$1.15M ﹤0.01% 1593
2024
Q4 		$1.48M Buy
7,777
+5,700
+274% +$1.13M 0.02% 918
2024
Q3 		$410K Sell
2,077
-95
-4% -$18K ﹤0.01% 1588
2024
Q2 		$395K Buy
2,172
+54
+3% +$9.84K ﹤0.01% 1578
2024
Q1 		$396K Sell
2,118
-3,285
-61% -$584K ﹤0.01% 1617
2023
Q4 		$940K Buy
5,403
+2,565
+90% +$412K 0.01% 1245
2023
Q3 		$437K Buy
2,838
+1,215
+75% +$196K 0.01% 1542
2023
Q2 		$262K Sell
1,623
-715
-31% -$110K ﹤0.01% 1760
2023
Q1 		$355K Buy
+2,338
New +$353K ﹤0.01% 1636
2022
Q4 		– Sell
-2,173
Closed -$279K – 1970
2022
Q3 		$279K Buy
+2,173
New +$308K ﹤0.01% 1713
2022
Q1 		– Sell
-4,513
Closed -$707K – 2032
2021
Q4 		$707K Buy
+4,513
New +$686K 0.01% 1523

Other funds holding IVE

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
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
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 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

Yousif Capital Management's IVE Position: Q2 2026 in Review

Yousif Capital Management sold out of iShares S&P 500 Value ETF (IVE) in Q2 2026, closing a stake of 1,101 shares — an estimated $232K sold.

Yousif Capital Management first reported a position in IVE in Q4 2021 and held it in 14 quarters. The position peaked at $1.48M in Q4 2024. 473 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Yousif Capital Management reported no remaining iShares S&P 500 Value ETF position as of Q2 2026 after selling out during the quarter.
  • Yousif Capital Management sold 1,101 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $232K.
  • Yousif Capital Management first reported a position in iShares S&P 500 Value ETF in Q4 2021 and held it in 14 quarters.
  • Yousif Capital Management's iShares S&P 500 Value ETF position peaked at $1.48M in Q4 2024.
  • 473 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.