What is IVE's relative strength rating?

Relative strength percentiles for IVE are not available for the current snapshot date. TickerStance publishes RS ratings daily after each session close; check back after the next pipeline run.

What sector is IVE in?

IVE is classified under the Other sector per the TickerStance sector-classification pipeline, which maps U.S. equities to GICS-aligned sectors using exchange SIC codes and Massive Finance reference data.

Is IVE in a leading sector?

Sector RS percentile is not available for Other at this snapshot. Leading sector status (threshold: Other RS ≥ 70th percentile) cannot be determined until the next sector RS pipeline run.

IVE currently shows a 20-day average daily range (ADR%) of 0.7%, a 90-day beta versus the S&P 500 of 0.41. ADR% and ATR% are updated daily; beta is computed over a trailing 90-day window.

Does IVE have a seasonal pattern?

TickerStance computes IVE's month-by-month seasonality from its full daily price history: the average and median return for each calendar month, how often that month closed higher, and the best and worst months on record. These are historical frequencies, not forecasts — a strong seasonal month describes what IVE has tended to do in prior years, not a prediction of what comes next. The full month-by-month heatmap and win-rate table sit higher on this page.

When did IVE last report earnings?

No SEC EDGAR filings are linked to IVE in the current TickerStance fundamentals database. This can occur for tickers without a matched CIK (some ADRs, ETFs, and recently listed securities) or when the fundamentals pipeline has not yet processed this ticker.

iShares S&P 500 Value ETF (IVE) · Neutral

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iShares S&P 500 Value ETF (IVE) · Neutral | TickerStance

§ Seasonality

10y · since 2022

Best monthNov on averageavg +5.79% · 100% win · n 4

Worst monthSep on averageavg -3.12% · 50% win · n 4

IVE monthly seasonality strip
	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
1	IVE Jan avg: 3.10% median: 2.60% win: 100% σ: 2.82% n: 4 2022-04-12 → 2026-07-31	IVE Feb avg: 0.67% median: 1.38% win: 75% σ: 2.67% n: 4 2022-04-12 → 2026-07-31	IVE Mar avg: -0.83% median: -1.25% win: 50% σ: 4.11% n: 4 2022-04-12 → 2026-07-31	IVE Apr avg: -1.04% median: -3.75% win: 40% σ: 4.70% n: 5 2022-04-12 → 2026-07-31	IVE May avg: 1.54% median: 1.90% win: 80% σ: 2.00% n: 5 2022-04-12 → 2026-07-31	IVE Jun avg: -0.07% median: -0.38% win: 40% σ: 5.66% n: 5 2022-04-12 → 2026-07-31	IVE Jul avg: 3.40% median: 3.45% win: 100% σ: 2.05% n: 5 2022-04-12 → 2026-07-31	IVE Aug avg: 0.19% median: 0.06% win: 50% σ: 3.49% n: 4 2022-04-12 → 2026-07-31 (current)	IVE Sep avg: -3.12% median: -2.31% win: 50% σ: 4.91% n: 4 2022-04-12 → 2026-07-31	IVE Oct avg: 2.38% median: -0.09% win: 50% σ: 6.23% n: 4 2022-04-12 → 2026-07-31	IVE Nov avg: 5.79% median: 5.91% win: 100% σ: 3.20% n: 4 2022-04-12 → 2026-07-31	IVE Dec avg: -1.74% median: -2.30% win: 25% σ: 5.42% n: 4 2022-04-12 → 2026-07-31

Filed: Mar 2026

HOLDINGS

Top holdings of IVE

Top 25 holdings of IVE by portfolio weight
#	Holding	Weight	Value
1	AAPL	6.90%	$3.2B
2	AMZN	3.54%	$1.6B
3	XOM	2.62%	$1.2B
4	WMT	2.02%	$940M
5	COST	1.64%	$763M
6	TSLA	1.47%	$686M
7	CVX	1.44%	$669M
8	PG	1.24%	$579M
9	HD	1.21%	$565M
10	BAC	1.20%	$558M
11	MRK	1.11%	$515M
12	JPM	0.94%	$438M
13	WFC	0.91%	$425M
14	UNH	0.91%	$423M
15	JNJ	0.89%	$417M
16	LIN	0.86%	$399M
17	V	0.85%	$394M
18	PEP	0.79%	$366M
19	VZ	0.78%	$365M
20	ABBV	0.77%	$358M
21	INTC	0.77%	$358M
22	T	0.75%	$350M
23	C	0.73%	$342M
24	NEE	0.72%	$334M
25	TMO	0.68%	$319M

Showing 25 of 414 holdings.

CONCENTRATION

Portfolio shape

23.3%Top 10 holdings

414Total holdings

414 (100%)Resolved tickers

SECTORS

Sector breakdown

Industrials

18.0%

Financials

16.7%

Healthcare

14.4%

Consumer Discretionary

13.5%

Technology

10.5%

Energy

6.9%

INTERNALS

What the holdings are doing

Above 50dma (count): 63%
Above 50dma (weight): 59.5%
Above 200dma (count): 72%
Above 200dma (weight): 75.5%

Stage mix (by weight)

Stage 1 · 20% of holdingsStage 2 · 40% of holdingsStage 3 · 21% of holdingsStage 4 · 19% of holdings

Median 1M RS: 53
Median 3M RS: 61
Median 6M RS: 55

Accumulation/distribution mix

A: 14%B: 40%C: 23%D: 17%E: 6%

Metrics matched 406 tickers across 414 holdings rows (95.2% of fund weight). Metrics as of 2026-08-24; holdings from the 2026-03-31 filing.

LEADERS INSIDE THE FUND

Leaders inside IVE

Holdings of IVE currently on TickerStance stock-RS leaderboards.

Holdings of IVE on stock-RS leaderboards
Ticker	Weight	Lens	Rank	Stage
INTC	0.77%	1Y RS	77	—
WDC	0.34%	1Y RS	26	—
PANW	0.21%	6M RS	91	Stage 2
DELL	0.18%	6M RS	17	Stage 2
HPE	0.12%	6M RS	71	Stage 2
HUM	0.08%	6M RS	152	Stage 2
TER	0.07%	1Y RS	101	—
FTNT	0.07%	6M RS	192	—
MRNA	0.07%	3M RS	6	Stage 2
WDAY	0.06%	1M RS	177	—

THEME EXPOSURE

Theme exposure inside IVE

Oil Value Chain — 7% of weight

SIMILAR FUNDS BY HOLDINGS

Funds similar to IVE

FAQ

Fund FAQ

What does IVE hold?: IVE holds 414 positions; its three largest are AAPL (6.90%), AMZN (3.54%), and XOM (2.62%) as of Mar 2026.
How concentrated is IVE?: The top 10 holdings account for 23.3% of IVE's portfolio. Diversified across many positions.
What sectors does IVE cover?: IVE's largest sector exposures are Industrials (18.0%), Financials (16.7%), and Healthcare (14.4%).
How fresh is this data?: Holdings are sourced from SEC N-PORT-P filings, published quarterly with a ~60 day lag. The most recent filing for IVE is dated Mar 2026.

Evidence · 1 of 3

Receipts behind the read

0 of 5 pass

Leadership

Is it leading?

Relative strength across horizons plus the leadership score.

—

LDR

—

StageWeinstein stage analysis

Stage 2 · Uptrend✓

Smart money

Who's accumulating?

Accumulation rating, relative volume, U/D ratio, breakout-day proof.

Evidence · 3 of 3

Market backdrop

Pull-back risk if Macro turns < 60

Trend44.9Are the major indexes going up or down lately?30% weight Breadth50.6Is the rally broad-based or narrow?30% weight Leadership42.4Who's leading?20% weight Macro59.0What does the credit & rates environment say?20% weight

Stance47.8● Neutral

Public attention · IVE

Is the crowd watching?

No attention data for this ticker yet — it joins the daily scan once a baseline builds.

FAQ

Frequently asked questions

What is IVE's relative strength rating?: Relative strength percentiles for IVE are not available for the current snapshot date. TickerStance publishes RS ratings daily after each session close; check back after the next pipeline run.
What sector is IVE in?: IVE is classified under the Other sector per the TickerStance sector-classification pipeline, which maps U.S. equities to GICS-aligned sectors using exchange SIC codes and Massive Finance reference data.
Is IVE in a leading sector?: Sector RS percentile is not available for Other at this snapshot. Leading sector status (threshold: Other RS ≥ 70th percentile) cannot be determined until the next sector RS pipeline run.
How volatile is IVE?: IVE currently shows a 20-day average daily range (ADR%) of 0.7%, a 90-day beta versus the S&P 500 of 0.41. ADR% and ATR% are updated daily; beta is computed over a trailing 90-day window.
Does IVE have a seasonal pattern?: TickerStance computes IVE's month-by-month seasonality from its full daily price history: the average and median return for each calendar month, how often that month closed higher, and the best and worst months on record. These are historical frequencies, not forecasts — a strong seasonal month describes what IVE has tended to do in prior years, not a prediction of what comes next. The full month-by-month heatmap and win-rate table sit higher on this page.

IVE is not confirmed as a leader.

§ Seasonality

Top holdings of IVE

Portfolio shape

Sector breakdown

What the holdings are doing

Leaders inside IVE

Theme exposure inside IVE

Funds similar to IVE

Fund FAQ

Receipts behind the read

Is it leading?

Who's accumulating?

Market backdrop

Is the crowd watching?

Frequently asked questions

How much does it move?

§ Seasonality

What the holdings are doing

Theme exposure inside IVE

Leaders inside IVE

Funds similar to IVE

iShares S&P 500 Value ETF (IVE) — Stance & relative strength

IVE is not confirmed as a leader.

Top holdings of IVE

Portfolio shape

Sector breakdown

What the holdings are doing

Leaders inside IVE

Theme exposure inside IVE

Funds similar to IVE

Fund FAQ

Receipts behind the read

Is it leading?

Who's accumulating?

Market backdrop

Is the crowd watching?

Frequently asked questions

How much does it move?

What the holdings are doing

Theme exposure inside IVE

Leaders inside IVE

Funds similar to IVE