Ameritas Investment Partners’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $19M | Sell |
90,141
-5,274
| -6% | -$1.14M | 0.59% | 24 |
|
|
2025
Q4 | $20.2M | Sell |
95,415
-5,025
| -5% | -$1.05M | 0.62% | 22 |
|
|
2025
Q3 | $20.7M | Sell |
100,440
-90
| -0.1% | -$18.1K | 0.63% | 20 |
|
|
2025
Q2 | $19.6M | Sell |
100,530
-6,000
| -6% | -$1.12M | 0.62% | 20 |
|
|
2025
Q1 | $20.3M | Sell |
106,530
-7,390
| -6% | -$1.43M | 0.7% | 19 |
|
|
2024
Q4 | $21.7M | Sell |
113,920
-2,985
| -3% | -$592K | 0.71% | 18 |
|
|
2024
Q3 | $23.1M | Sell |
116,905
-12,924
| -10% | -$2.45M | 0.75% | 15 |
|
|
2024
Q2 | $23.6M | Sell |
129,829
-7,469
| -5% | -$1.36M | 0.81% | 16 |
|
|
2024
Q1 | $25.6M | Sell |
137,298
-11,329
| -8% | -$2.01M | 0.88% | 15 |
|
|
2023
Q4 | $25.8M | Sell |
148,627
-13,211
| -8% | -$2.12M | 0.95% | 14 |
|
|
2023
Q3 | $24.9M | Sell |
161,838
-7,615
| -4% | -$1.23M | 1% | 13 |
|
|
2023
Q2 | $27.3M | Sell |
169,453
-4,383
| -3% | -$674K | 1.03% | 13 |
|
|
2023
Q1 | $26.4M | Sell |
173,836
-4,978
| -3% | -$752K | 1.04% | 12 |
|
|
2022
Q4 | $27.2M | Sell |
178,814
-17,078
| -9% | -$2.44M | 1.09% | 11 |
|
|
2022
Q3 | $25.2M | Buy |
195,892
+229
| +0.1% | +$32.4K | 1.13% | 10 |
|
|
2022
Q2 | $26.9M | Sell |
195,663
-7,713
| -4% | -$1.14M | 1.16% | 11 |
|
|
2022
Q1 | $31.7M | Sell |
203,376
-20,988
| -9% | -$3.23M | 1.14% | 11 |
|
|
2021
Q4 | $35.1M | Buy |
224,364
+9,142
| +4% | +$1.39M | 1.18% | 11 |
|
|
2021
Q3 | $31.3M | Buy |
215,222
+5,037
| +2% | +$751K | 1.14% | 11 |
|
|
2021
Q2 | $31M | Buy |
210,185
+12,142
| +6% | +$1.79M | 1.11% | 11 |
|
|
2021
Q1 | $28M | Buy |
198,043
+185,672
| +1,501% | +$25M | 1.07% | 11 |
|
|
2020
Q4 | $1.58M | Sell |
12,371
-184,823
| -94% | -$22.4M | 0.07% | 343 |
|
|
2020
Q3 | $22.2M | Buy |
197,194
+1,700
| +0.9% | +$193K | 1% | 12 |
|
|
2020
Q2 | $21.2M | Sell |
195,494
-22,125
| -10% | -$2.35M | 1.01% | 12 |
|
|
2020
Q1 | $20.9M | Buy |
217,619
+27,230
| +14% | +$3.24M | 1.19% | 10 |
|
|
2019
Q4 | $24.8M | Sell |
190,389
-4,130
| -2% | -$514K | 1.1% | 11 |
|
|
2019
Q3 | $23.2M | Buy |
194,519
+7,725
| +4% | +$906K | 1.06% | 11 |
|
|
2019
Q2 | $21.8M | Buy |
186,794
+8,925
| +5% | +$1.02M | 0.99% | 12 |
|
|
2019
Q1 | $20.1M | Buy |
177,869
+11,571
| +7% | +$1.27M | 0.93% | 12 |
|
|
2018
Q4 | $16.8M | Sell |
166,298
-21,985
| -12% | -$2.41M | 0.92% | 11 |
|
|
2018
Q3 | $21.8M | Sell |
188,283
-41,315
| -18% | -$4.74M | 1.01% | 11 |
|
|
2018
Q2 | $25.3M | Sell |
229,598
-54,305
| -19% | -$6.02M | 1.22% | 8 |
|
|
2018
Q1 | $31M | Buy |
283,903
+715
| +0.3% | +$81.7K | 1.49% | 8 |
|
|
2017
Q4 | $31.2M | Buy |
283,188
+9,107
| +3% | +$1.01M | 1.42% | 6 |
|
|
2017
Q3 | $28.9M | Buy |
274,081
+5,530
| +2% | +$585K | 1.37% | 7 |
|
|
2017
Q2 | $28.2M | Buy |
268,551
+9,910
| +4% | +$1.03M | 1.37% | 7 |
|
|
2017
Q1 | $26.9M | Sell |
258,641
-13,795
| -5% | -$1.43M | 1.33% | 7 |
|
|
2016
Q4 | $27.6M | Sell |
272,436
-12,629
| -4% | -$1.23M | 1.39% | 7 |
|
|
2016
Q3 | $27.1M | Buy |
285,065
+6,084
| +2% | +$579K | 1.47% | 6 |
|
|
2016
Q2 | $25.9M | Buy |
278,981
+5,755
| +2% | +$527K | 1.68% | 6 |
|
|
2016
Q1 | $24.6M | Buy |
273,226
+2,983
| +1% | +$255K | 1.63% | 7 |
|
|
2015
Q4 | $23.9M | Sell |
270,243
-11,454
| -4% | -$1.02M | 1.61% | 7 |
|
|
2015
Q3 | $23.7M | Buy |
281,697
+16,590
| +6% | +$1.48M | 1.7% | 6 |
|
|
2015
Q2 | $24.4M | Buy |
265,107
+18,647
| +8% | +$1.76M | 1.61% | 6 |
|
|
2015
Q1 | $22.8M | Buy |
246,460
+26,369
| +12% | +$2.45M | 1.49% | 6 |
|
|
2014
Q4 | $20.6M | Buy |
220,091
+16,300
| +8% | +$1.49M | 1.41% | 6 |
|
|
2014
Q3 | $18.4M | Buy |
203,791
+39,852
| +24% | +$3.62M | 1.31% | 8 |
|
|
2014
Q2 | $14.8M | Buy |
163,939
+87,780
| +115% | +$7.75M | 1.07% | 12 |
|
|
2014
Q1 | $6.62M | Buy |
76,159
+9,538
| +14% | +$806K | 0.52% | 29 |
|
|
2013
Q4 | $5.69M | Buy |
66,621
+14,200
| +27% | +$1.17M | 0.45% | 35 |
|
|
2013
Q3 | $4.11M | Buy |
52,421
+26,017
| +99% | +$2.05M | 0.39% | 47 |
|
|
2013
Q2 | $2M | Buy |
+26,404
| New | +$2M | 0.55% | 53 |
|
Other funds holding IVE
Ameritas Investment Partners's IVE Position: Q1 2026 in Review
Ameritas Investment Partners reduced its iShares S&P 500 Value ETF (IVE) stake by 5.5% in Q1 2026, selling an estimated $1.14M and leaving 90,141 shares worth $19M. The position accounts for 0.59% of the portfolio, ranked #24.
Ameritas Investment Partners first reported a position in IVE in Q2 2013 and has held it in 52 quarters since. The position peaked at $35.1M in Q4 2021. 1,705 funds tracked by Wall St. Rank hold IVE as of Q1 2026.
- Ameritas Investment Partners held 90,141 shares of iShares S&P 500 Value ETF worth $19M as of Q1 2026.
- Ameritas Investment Partners sold 5,274 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $1.14M.
- iShares S&P 500 Value ETF made up 0.59% of Ameritas Investment Partners's portfolio in Q1 2026, its #24 holding.
- Ameritas Investment Partners first reported a position in iShares S&P 500 Value ETF in Q2 2013 and has held it in 52 quarters since.
- Ameritas Investment Partners's iShares S&P 500 Value ETF position peaked at $35.1M in Q4 2021.
- 1,705 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.
Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.