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

Americana 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	$1.02M	Buy	4,492 +299	+7%	+$66.8K	0.02%	315
2026 Q1	$885K	Buy	4,193 +72	+2%	+$15.6K	0.02%	292
2025 Q4	$874K	Sell	4,121 -15	-0.4%	-$3.14K	0.02%	280
2025 Q3	$854K	Buy	4,136 +46	+1%	+$9.24K	0.03%	274
2025 Q2	$799K	Buy	4,090 +2,579	+171%	+$480K	0.03%	263
2025 Q1	$288K	Hold	1,511	–	–	0.01%	331
2024 Q4	$288K	Buy	+1,511	New	+$300K	0.01%	343

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Americana Partners's IVE Position: Q2 2026 in Review

Americana Partners increased its iShares S&P 500 Value ETF (IVE) stake by 7.1% in Q2 2026, buying an estimated $66.8K and bringing the position to 4,492 shares worth $1.02M. The position accounts for 0.02% of the portfolio, ranked #315.

Americana Partners first reported a position in IVE in Q4 2024 and has held it in 7 quarters since. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Americana Partners held 4,492 shares of iShares S&P 500 Value ETF worth $1.02M as of Q2 2026.
Americana Partners bought 299 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $66.8K.
iShares S&P 500 Value ETF made up 0.02% of Americana Partners's portfolio in Q2 2026, its #315 holding.
Americana Partners first reported a position in iShares S&P 500 Value ETF in Q4 2024 and has held it in 7 quarters since.
1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.