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

Beacon Bridge 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
Q2 		$393K Sell
1,732
-191
-10% -$42.7K 0.11% 87
2026
Q1 		$406K Buy
1,923
+28
+1% +$6.06K 0.14% 79
2025
Q4 		$402K Sell
1,895
-51
-3% -$10.7K 0.13% 78
2025
Q3 		$402K Buy
1,946
+115
+6% +$23.1K 0.14% 71
2025
Q2 		$358K Buy
1,831
+1
+0.1% +$186 0.14% 67
2025
Q1 		$349K Buy
1,830
+1
+0.1% +$194 0.15% 69
2024
Q4 		$349K Sell
1,829
-1
-0.1% -$198 0.15% 71
2024
Q3 		$361K Buy
1,830
+1
+0.1% +$190 0.16% 66
2024
Q2 		$333K Buy
1,829
+2
+0.1% +$364 0.15% 73
2024
Q1 		$341K Buy
1,827
+423
+30% +$75.2K 0.16% 74
2023
Q4 		$244K Buy
1,404
+63
+5% +$10.1K 0.12% 84
2023
Q3 		$206K Buy
1,341
+42
+3% +$6.79K 0.11% 95
2023
Q2 		$209K Sell
1,299
-1,062
-45% -$163K 0.11% 89
2023
Q1 		$358K Sell
2,361
-1,322
-36% -$200K 0.21% 51
2022
Q4 		$534K Buy
+3,683
New +$526K 0.39% 33

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Beacon Bridge Wealth Partners's IVE Position: Q2 2026 in Review

Beacon Bridge Wealth Partners reduced its iShares S&P 500 Value ETF (IVE) stake by 9.9% in Q2 2026, selling an estimated $42.7K and leaving 1,732 shares worth $393K. The position accounts for 0.11% of the portfolio, ranked #87.

Beacon Bridge Wealth Partners first reported a position in IVE in Q4 2022 and has held it in 15 quarters since. The position peaked at $534K in Q4 2022. 1,583 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Beacon Bridge Wealth Partners held 1,732 shares of iShares S&P 500 Value ETF worth $393K as of Q2 2026.
  • Beacon Bridge Wealth Partners sold 191 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $42.7K.
  • iShares S&P 500 Value ETF made up 0.11% of Beacon Bridge Wealth Partners's portfolio in Q2 2026, its #87 holding.
  • Beacon Bridge Wealth Partners first reported a position in iShares S&P 500 Value ETF in Q4 2022 and has held it in 15 quarters since.
  • Beacon Bridge Wealth Partners's iShares S&P 500 Value ETF position peaked at $534K in Q4 2022.
  • 1,583 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.