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

Aviance Capital 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	$215K	Hold	1,020	–	–	0.03%	347
2025 Q4	$216K	Hold	1,020	–	–	0.02%	347
2025 Q3	$211K	Sell	1,020 -90	-8%	-$18.1K	0.03%	345
2025 Q2	$217K	Hold	1,110	–	–	0.03%	322
2025 Q1	$212K	Hold	1,110	–	–	0.03%	317
2024 Q4	$212K	Buy	1,110 +20	+2%	+$3.97K	0.03%	306
2024 Q3	$215K	Buy	+1,090	New	+$207K	0.03%	316
2024 Q2	–	Sell	-1,090	Closed	-$204K	–	325
2024 Q1	$204K	Buy	+1,090	New	+$194K	0.03%	302
2023 Q4	–	Sell	-1,573	Closed	-$242K	–	263
2023 Q3	$242K	Hold	1,573	–	–	0.05%	216
2023 Q2	$254K	Buy	1,573 +233	+17%	+$35.8K	0.05%	224
2023 Q1	$203K	Buy	+1,340	New	+$202K	0.05%	253

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Aviance Capital Partners's IVE Position: Q1 2026 in Review

Aviance Capital Partners held its iShares S&P 500 Value ETF (IVE) position steady in Q1 2026 at 1,020 shares worth $215K. The position accounts for 0.03% of the portfolio, ranked #347.

Aviance Capital Partners first reported a position in IVE in Q1 2023 and has held it in 11 quarters since. The position peaked at $254K in Q2 2023. 1,706 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

Aviance Capital Partners held 1,020 shares of iShares S&P 500 Value ETF worth $215K as of Q1 2026.
Aviance Capital Partners left its iShares S&P 500 Value ETF share count unchanged in Q1 2026.
iShares S&P 500 Value ETF made up 0.03% of Aviance Capital Partners's portfolio in Q1 2026, its #347 holding.
Aviance Capital Partners first reported a position in iShares S&P 500 Value ETF in Q1 2023 and has held it in 11 quarters since.
Aviance Capital Partners's iShares S&P 500 Value ETF position peaked at $254K in Q2 2023.
1,706 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Aviance Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.