Alpha Financial Partners
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Alpha Financial Partners’s iShares S&P 500 Value ETF IVE Stock Holding History

Alpha Financial 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
Q3 		$399K Buy
1,746
+329
+23% +$76.8K 0.2% 70
2026
Q2 		$322K Buy
1,417
+155
+12% +$34.6K 0.17% 78
2026
Q1 		$266K Buy
+1,262
New +$273K 0.16% 80
2024
Q4 		– Sell
-37,453
Closed -$7.38M – 119
2024
Q3 		$7.38M Buy
+37,453
New +$7.11M 5.27% 3

Other funds holding IVE

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Alpha Financial Partners's IVE Position: Q3 2026 in Review

Alpha Financial Partners increased its iShares S&P 500 Value ETF (IVE) stake by 23% in Q3 2026, buying an estimated $76.8K and bringing the position to 1,746 shares worth $399K. The position accounts for 0.2% of the portfolio, ranked #70.

Alpha Financial Partners first reported a position in IVE in Q3 2024 and has held it in 4 quarters since. The position peaked at $7.38M in Q3 2024. 1,578 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

  • Alpha Financial Partners held 1,746 shares of iShares S&P 500 Value ETF worth $399K as of Q3 2026.
  • Alpha Financial Partners bought 329 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $76.8K.
  • iShares S&P 500 Value ETF made up 0.2% of Alpha Financial Partners's portfolio in Q3 2026, its #70 holding.
  • Alpha Financial Partners first reported a position in iShares S&P 500 Value ETF in Q3 2024 and has held it in 4 quarters since.
  • Alpha Financial Partners's iShares S&P 500 Value ETF position peaked at $7.38M in Q3 2024.
  • 1,578 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Alpha Financial Partners's 13F filing for Q3 2026, filed 10 Nov 2026.