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

Ausdal 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
Q1 		$13.1M Buy
61,979
+1,309
+2% +$283K 0.58% 32
2025
Q4 		$12.9M Buy
60,670
+3,147
+5% +$660K 0.6% 31
2025
Q3 		$11.9M Buy
57,523
+3,328
+6% +$668K 0.58% 31
2025
Q2 		$10.6M Sell
54,195
-7,871
-13% -$1.47M 0.71% 25
2025
Q1 		$11.8M Buy
62,066
+12,922
+26% +$2.5M 0.89% 19
2024
Q4 		$9.38M Buy
49,144
+2,941
+6% +$583K 0.81% 24
2024
Q3 		$9.11M Buy
46,203
+20,674
+81% +$3.93M 0.95% 15
2024
Q2 		$4.65M Buy
+25,529
New +$4.65M 0.5% 36
2018
Q4 		– Sell
-9,494
Closed -$1.1M – 328
2018
Q3 		$1.1M Buy
9,494
+6
+0.1% +$689 0.31% 93
2018
Q2 		$1.04M Buy
9,488
+802
+9% +$88.9K 0.32% 91
2018
Q1 		$950K Buy
8,686
+4,573
+111% +$523K 0.33% 87
2017
Q4 		$470K Sell
4,113
-1,058
-20% -$117K 0.17% 183
2017
Q3 		$558K Buy
5,171
+1,293
+33% +$137K 0.22% 133
2017
Q2 		$407K Sell
3,878
-520
-12% -$54.2K 0.17% 166
2017
Q1 		$458K Sell
4,398
-902
-17% -$93.7K 0.21% 125
2016
Q4 		$537K Buy
5,300
+749
+16% +$73.1K 0.25% 106
2016
Q3 		$432K Sell
4,551
-144
-3% -$13.7K 0.22% 131
2016
Q2 		$436K Sell
4,695
-87
-2% -$7.96K 0.22% 120
2016
Q1 		$430K Buy
4,782
+50
+1% +$4.27K 0.24% 114
2015
Q4 		$419K Buy
+4,732
New +$423K 0.21% 114

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ausdal Financial Partners's IVE Position: Q1 2026 in Review

Ausdal Financial Partners increased its iShares S&P 500 Value ETF (IVE) stake by 2.2% in Q1 2026, buying an estimated $283K and bringing the position to 61,979 shares worth $13.1M. The position accounts for 0.58% of the portfolio, ranked #32.

Ausdal Financial Partners first reported a position in IVE in Q4 2015 and has held it in 20 quarters since. 1,708 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

  • Ausdal Financial Partners held 61,979 shares of iShares S&P 500 Value ETF worth $13.1M as of Q1 2026.
  • Ausdal Financial Partners bought 1,309 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $283K.
  • iShares S&P 500 Value ETF made up 0.58% of Ausdal Financial Partners's portfolio in Q1 2026, its #32 holding.
  • Ausdal Financial Partners first reported a position in iShares S&P 500 Value ETF in Q4 2015 and has held it in 20 quarters since.
  • 1,708 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.