IVE ISHARES S&P 500 VALUE ETF
2026Q1 · CUSIP 464287408
🟡 Cooling · Breadth rolling over
Holders
1,701
Δ holders QoQ
+13
Breadth percentile
Top 23%
Whale holders
143
Δ whales
-6
Inst. holding value
$35.4B
New positions
115
Closed positions
102
Price momentum (1Q)
—
Put / Call
3/4
Breadth history (34 quarters)
Past Lit Events & Aftermath 17 lit events
| Period | Percentile | Next-1Q return | Next-2Q return |
|---|---|---|---|
| 2025Q4 | Top 3% | — | — |
| 2025Q3 | Top 6% | — | — |
| 2024Q4 | Top 3% | — | — |
| 2024Q3 | Top 2% | — | — |
| 2024Q1 | Top 1% | — | — |
| 2023Q4 | Top 3% | — | — |
| 2023Q2 | Top 9% | — | — |
| 2023Q1 | Top 14% | — | — |
| 2022Q4 | Top 4% | — | — |
| 2022Q1 | Top 3% | — | — |
| 2021Q4 | Top 4% | — | — |
| 2021Q2 | Top 16% | — | — |
| 2021Q1 | Top 17% | — | — |
| 2020Q4 | Top 3% | — | — |
| 2019Q4 | Top 3% | — | — |
| 2018Q4 | Top 2% | — | — |
| 2018Q3 | Top 20% | — | — |