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Almanack Investment Partners’s iShares S&P 500 Value ETF IVE Stock Holding History

Almanack Investment 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
Q2 		$454K Buy
1,998
+953
+91% +$213K 0.06% 175
2026
Q1 		$221K Hold
1,045
– – 0.04% 161
2025
Q4 		$222K Hold
1,045
– – 0.04% 156
2025
Q3 		$216K Hold
1,045
– – 0.03% 184
2025
Q2 		$204K Buy
+1,045
New +$195K 0.03% 197
2025
Q1 		– Sell
-2,218
Closed -$423K – 171
2024
Q4 		$423K Sell
2,218
-120
-5% -$23.8K 0.07% 119
2024
Q3 		$461K Sell
2,338
-102
-4% -$19.4K 0.07% 112
2024
Q2 		$444K Sell
2,440
-7
-0.3% -$1.27K 0.07% 112
2024
Q1 		$457K Sell
2,447
-440
-15% -$78.2K 0.08% 109
2023
Q4 		$502K Sell
2,887
-835
-22% -$134K 0.09% 93
2023
Q3 		$573K Buy
3,722
+1,502
+68% +$243K 0.11% 81
2023
Q2 		$358K Sell
2,220
-137
-6% -$21.1K 0.06% 112
2023
Q1 		$358K Sell
2,357
-501
-18% -$75.7K 0.07% 111
2022
Q4 		$415K Sell
2,858
-2,858
-50% -$408K 0.09% 98
2022
Q3 		$735K Buy
5,716
+2,183
+62% +$309K 0.14% 65
2022
Q2 		$486K Sell
3,533
-445
-11% -$65.7K 0.05% 240
2022
Q1 		$619K Buy
3,978
+195
+5% +$30K 0.05% 223
2021
Q4 		$593K Buy
3,783
+750
+25% +$114K 0.05% 230
2021
Q3 		$441K Buy
+3,033
New +$452K 0.04% 288
2019
Q3 		– Sell
-1,250
Closed -$146K – 266
2019
Q2 		$146K Buy
+1,250
New +$143K 0.03% 216

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Almanack Investment Partners's IVE Position: Q2 2026 in Review

Almanack Investment Partners increased its iShares S&P 500 Value ETF (IVE) stake by 91% in Q2 2026, buying an estimated $213K and bringing the position to 1,998 shares worth $454K. The position accounts for 0.06% of the portfolio, ranked #175.

Almanack Investment Partners first reported a position in IVE in Q2 2019 and has held it in 20 quarters since. The position peaked at $735K in Q3 2022. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Almanack Investment Partners held 1,998 shares of iShares S&P 500 Value ETF worth $454K as of Q2 2026.
  • Almanack Investment Partners bought 953 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $213K.
  • iShares S&P 500 Value ETF made up 0.06% of Almanack Investment Partners's portfolio in Q2 2026, its #175 holding.
  • Almanack Investment Partners first reported a position in iShares S&P 500 Value ETF in Q2 2019 and has held it in 20 quarters since.
  • Almanack Investment Partners's iShares S&P 500 Value ETF position peaked at $735K in Q3 2022.
  • 1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Almanack Investment Partners's 13F filing for Q2 2026, filed 30 Jul 2026.