William Frels - Mairs & Power
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    245
Portfolio value:    $9,786,094,433
Holdings Activity Buys Sells    History
Holding/activity history for  iShares S&P 500 Value ETF (IVE)
← All IVE superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 1,143 <0.01 $211.15 $241,344 SEC
2025   Q4 1,143 <0.01 Buy <0.01 $202.45–214.90 · VW $209.76i $242,396 SEC
Price snapshot:
Current price$230.88
Avg. buy price$212.07
+/- since buy8.87%
52-week low$190.73
52-week high$232.28