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

Appleton 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 		$327K Hold
1,440
– – 0.02% 237
2026
Q1 		$304K Hold
1,440
– – 0.02% 234
2025
Q4 		$305K Sell
1,440
-750
-34% -$157K 0.02% 231
2025
Q3 		$452K Hold
2,190
– – 0.03% 195
2025
Q2 		$428K Hold
2,190
– – 0.03% 194
2025
Q1 		$417K Hold
2,190
– – 0.03% 195
2024
Q4 		$418K Buy
2,190
+907
+71% +$180K 0.03% 193
2024
Q3 		$253K Sell
1,283
-40
-3% -$7.6K 0.02% 235
2024
Q2 		$241K Hold
1,323
– – 0.02% 241
2024
Q1 		$247K Sell
1,323
-100
-7% -$17.8K 0.02% 248
2023
Q4 		$247K Sell
1,423
-20
-1% -$3.21K 0.02% 268
2023
Q3 		$222K Sell
1,443
-226
-14% -$36.5K 0.02% 277
2023
Q2 		$269K Sell
1,669
-15
-0.9% -$2.31K 0.02% 260
2023
Q1 		$256K Hold
1,684
– – 0.02% 270
2022
Q4 		$244K Hold
1,684
– – 0.02% 276
2022
Q3 		$216K Buy
1,684
+100
+6% +$14.2K 0.02% 279
2022
Q2 		$218K Hold
1,584
– – 0.02% 285
2022
Q1 		$247K Hold
1,584
– – 0.02% 280
2021
Q4 		$248K Hold
1,584
– – 0.02% 281
2021
Q3 		$230K Hold
1,584
– – 0.02% 276
2021
Q2 		$234K Sell
1,584
-40
-2% -$5.89K 0.02% 274
2021
Q1 		$229K Hold
1,624
– – 0.02% 267
2020
Q4 		$208K Sell
1,624
-1,667
-51% -$202K 0.02% 266
2020
Q3 		$370K Hold
3,291
– – 0.04% 203
2020
Q2 		$356K Sell
3,291
-25
-0.8% -$2.65K 0.04% 199
2020
Q1 		$319K Buy
3,316
+130
+4% +$15.5K 0.04% 208
2019
Q4 		$414K Hold
3,186
– – 0.05% 212
2019
Q3 		$380K Sell
3,186
-249
-7% -$29.2K 0.05% 215
2019
Q2 		$400K Buy
+3,435
New +$394K 0.05% 205

Other funds holding IVE

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Appleton Partners's IVE Position: Q2 2026 in Review

Appleton Partners held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 1,440 shares worth $327K. The position accounts for 0.02% of the portfolio, ranked #237.

Appleton Partners first reported a position in IVE in Q2 2019 and has held it in 29 quarters since. The position peaked at $452K in Q3 2025. 488 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Appleton Partners held 1,440 shares of iShares S&P 500 Value ETF worth $327K as of Q2 2026.
  • Appleton Partners left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Value ETF made up 0.02% of Appleton Partners's portfolio in Q2 2026, its #237 holding.
  • Appleton Partners first reported a position in iShares S&P 500 Value ETF in Q2 2019 and has held it in 29 quarters since.
  • Appleton Partners's iShares S&P 500 Value ETF position peaked at $452K in Q3 2025.
  • 488 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.