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IVEIVE
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Position history for OneDigital Investment Advisors LLCOneDigital Investment Advisors LLC's holdings in ISHARES S&P 500 VALUE ETF

OneDigital Investment Advisors LLC holds 758,206 shares of IVE (ISHARES S&P 500 VALUE ETF), worth $172.2M as of 2026-Q2. The position was decreased (-21.5% shares). IVE represents 1.5% of OneDigital Investment Advisors LLC's portfolio.

Current Value

$172.2M

Current Shares

758,206

Total Value Change

+$84.2M

Total Shares Change

+312,328

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
758,206
-21.5%
$172.2M1.5%$226.16
0
2026-Q1
Decreased
965,589
-2.5%
$203.9M2.0%$209.49
0
2025-Q4
Increased
989,897
+37.9%
$209.9M2.1%$209.63
69
2025-Q3
Increased
718,063
+4.3%
$148.3M1.5%$203.18
50
2025-Q2
Increased
688,175
+4.3%
$134.5M1.5%$191.45
50
2025-Q1
Increased
660,120
+49.3%
$125.8M1.5%$185.92
66
2024-Q4
Decreased
442,029
-0.9%
$84.4M1.0%$185.48
0
2024-Q3
Increased
445,878
+1.4%
$87.9M1.0%$190.56
48

Other major holders of IVE: BNP PARIBAS FINANCIAL MARKETS, JPMORGAN CHASE & CO, ENVESTNET ASSET MANAGEMENT INC

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