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

Axis Wealth 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	$2.21M	Sell	10,490 -972	-8%	-$210K	1.18%	24
2025 Q4	$2.43M	Sell	11,462 -4,052	-26%	-$849K	1.34%	21
2025 Q3	$3.2M	Sell	15,514 -3,628	-19%	-$729K	1.88%	12
2025 Q2	$3.74M	Sell	19,142 -278	-1%	-$51.8K	2.46%	6
2025 Q1	$3.7M	Buy	19,420 +13,037	+204%	+$2.52M	2.74%	6
2024 Q4	$1.22M	Buy	+6,383	New	+$1.27M	1.03%	25

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

Axis Wealth Partners's IVE Position: Q1 2026 in Review

Axis Wealth Partners reduced its iShares S&P 500 Value ETF (IVE) stake by 8.5% in Q1 2026, selling an estimated $210K and leaving 10,490 shares worth $2.21M. The position accounts for 1.18% of the portfolio, ranked #24.

Axis Wealth Partners first reported a position in IVE in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.74M in Q2 2025. 1,704 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

Axis Wealth Partners held 10,490 shares of iShares S&P 500 Value ETF worth $2.21M as of Q1 2026.
Axis Wealth Partners sold 972 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $210K.
iShares S&P 500 Value ETF made up 1.18% of Axis Wealth Partners's portfolio in Q1 2026, its #24 holding.
Axis Wealth Partners first reported a position in iShares S&P 500 Value ETF in Q4 2024 and has held it in 6 quarters since.
Axis Wealth Partners's iShares S&P 500 Value ETF position peaked at $3.74M in Q2 2025.
1,704 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Axis Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.