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

Birchwood 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
Q2 		$24.9K Sell
110
-58
-35% -$13K 0.02% 225
2026
Q1 		$35.5K Hold
168
– – 0.03% 196
2025
Q4 		$35.7K Buy
+168
New +$35.2K 0.04% 195

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Birchwood Financial Partners's IVE Position: Q2 2026 in Review

Birchwood Financial Partners reduced its iShares S&P 500 Value ETF (IVE) stake by 35% in Q2 2026, selling an estimated $13K and leaving 110 shares worth $24.9K. The position accounts for 0.02% of the portfolio, ranked #225.

Birchwood Financial Partners first reported a position in IVE in Q4 2025 and has held it in 3 quarters since. The position peaked at $35.7K in Q4 2025. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Birchwood Financial Partners held 110 shares of iShares S&P 500 Value ETF worth $24.9K as of Q2 2026.
  • Birchwood Financial Partners sold 58 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $13K.
  • iShares S&P 500 Value ETF made up 0.02% of Birchwood Financial Partners's portfolio in Q2 2026, its #225 holding.
  • Birchwood Financial Partners first reported a position in iShares S&P 500 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Birchwood Financial Partners's iShares S&P 500 Value ETF position peaked at $35.7K in Q4 2025.
  • 1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.