Skip to main content
Equibles
IVE logo

IVE · iShares S&P 500 Value ETF ETF

Alerts for IVE

Use IVE with AI

Ask our own analyst here, or connect this data to the AI you already use.

Free, nothing to set up — ALVIS runs on the same tools and cites every figure.

or use your own AI

The free Equibles MCP server lets any client query SEC filings, earnings calls, KPIs, holdings and prices directly — read-only, OAuth-secured, cited to the filing.

ChatGPT Claude Gemini
Server URL
https://mcp.equibles.com/mcp
All connection guides →
$236.80 -1.57 (-0.66%) At close · Sep 4

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Funds holding IVE

5 fund positions
Fund Balance Value % of Fund Open
PFG BR Target Allocation Equity Strategy Fund 182,024 $40,713,308 8.56%
Pinnacle Sherman Breakaway Strategy Fund 6,445 $1,003,615 15.87%
Tactical Growth Allocation Fund 3,083 $455,174 0.75%
Tactical Moderate Allocation Fund 1,551 $228,990 0.62%
Tactical Conservative Allocation Fund 1,079 $159,304 0.65%
Showing 1–5 of 5 positions