17 Capital Partners’s iShares S&P 500 Value ETF IVE Stock Holding History

17 Capital Partners’s Portfolio IVE Stock Details IVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.31M	Buy	10,934 +878	+9%	+$190K	1.19%	13
2025 Q4	$2.13M	Sell	10,056 -408	-4%	-$85.5K	1.1%	15
2025 Q3	$2.16M	Buy	10,464 +650	+7%	+$131K	1.18%	14
2025 Q2	$1.92M	Buy	9,814 +898	+10%	+$167K	1.11%	14
2025 Q1	$1.7M	Buy	8,916 +1,018	+13%	+$197K	1.09%	17
2024 Q4	$1.51M	Buy	7,898 +320	+4%	+$63.5K	0.95%	27
2024 Q3	$1.49M	Buy	7,578 +890	+13%	+$169K	0.97%	29
2024 Q2	$1.22M	Buy	6,688 +589	+10%	+$107K	0.87%	39
2024 Q1	$1.14M	Buy	6,099 +1,372	+29%	+$244K	0.84%	43
2023 Q4	$822K	Buy	+4,727	New	+$760K	0.75%	51
2022 Q3	$364K	Buy	2,829 +215	+8%	+$30.5K	0.5%	63
2022 Q2	$359K	Buy	2,614 +340	+15%	+$50.2K	0.45%	68
2022 Q1	$354K	Hold	2,274	–	–	0.37%	78
2021 Q4	$356K	Buy	2,274 +50	+2%	+$7.6K	0.32%	76
2021 Q3	$323K	Buy	2,224 +200	+10%	+$29.8K	0.3%	85
2021 Q2	$299K	Buy	+2,024	New	+$298K	0.28%	87

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

17 Capital Partners's IVE Position: Q1 2026 in Review

17 Capital Partners increased its iShares S&P 500 Value ETF (IVE) stake by 8.7% in Q1 2026, buying an estimated $190K and bringing the position to 10,934 shares worth $2.31M. The position accounts for 1.19% of the portfolio, ranked #13.

17 Capital Partners first reported a position in IVE in Q2 2021 and has held it in 16 quarters since. 1,707 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

17 Capital Partners held 10,934 shares of iShares S&P 500 Value ETF worth $2.31M as of Q1 2026.
17 Capital Partners bought 878 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $190K.
iShares S&P 500 Value ETF made up 1.19% of 17 Capital Partners's portfolio in Q1 2026, its #13 holding.
17 Capital Partners first reported a position in iShares S&P 500 Value ETF in Q2 2021 and has held it in 16 quarters since.
1,707 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on 17 Capital Partners's 13F filing for Q1 2026, filed 13 May 2026.