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Alvarez & Marsal Private Wealth Partners’s iShares S&P 500 Value ETF IVE Stock Holding History

Alvarez & Marsal Private Wealth 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 		$16.9M Buy
74,448
+1,338
+2% +$299K 2.23% 13
2026
Q1 		$15.4M Hold
73,110
– – 2.17% 13
2025
Q4 		$15.5M Buy
+73,110
New +$15.3M 2.98% 11

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

Alvarez & Marsal Private Wealth Partners's IVE Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners increased its iShares S&P 500 Value ETF (IVE) stake by 1.8% in Q2 2026, buying an estimated $299K and bringing the position to 74,448 shares worth $16.9M. The position accounts for 2.23% of the portfolio, ranked #13.

Alvarez & Marsal Private Wealth Partners first reported a position in IVE in Q4 2025 and has held it in 3 quarters since. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Alvarez & Marsal Private Wealth Partners held 74,448 shares of iShares S&P 500 Value ETF worth $16.9M as of Q2 2026.
  • Alvarez & Marsal Private Wealth Partners bought 1,338 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $299K.
  • iShares S&P 500 Value ETF made up 2.23% of Alvarez & Marsal Private Wealth Partners's portfolio in Q2 2026, its #13 holding.
  • Alvarez & Marsal Private Wealth Partners first reported a position in iShares S&P 500 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.