Blue Chip Partners’s iShares S&P 500 Value ETF IVE Stock Holding History

Blue Chip 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	$320K	Buy	1,409 +2	+0.1%	+$447	0.02%	151
2026 Q1	$297K	Sell	1,407 -204	-13%	-$44.2K	0.02%	144
2025 Q4	$342K	Sell	1,611 -45	-3%	-$9.43K	0.02%	136
2025 Q3	$342K	Sell	1,656 -46	-3%	-$9.24K	0.03%	131
2025 Q2	$333K	Buy	1,702 +3	+0.2%	+$559	0.03%	127
2025 Q1	$324K	Sell	1,699 -4	-0.2%	-$774	0.03%	124
2024 Q4	$325K	Sell	1,703 -72	-4%	-$14.3K	0.03%	123
2024 Q3	$350K	Sell	1,775 -124	-7%	-$23.6K	0.03%	111
2024 Q2	$346K	Sell	1,899 -104	-5%	-$18.9K	0.03%	108
2024 Q1	$374K	Sell	2,003 -50	-2%	-$8.89K	0.04%	101
2023 Q4	$357K	Sell	2,053 -425	-17%	-$68.3K	0.04%	103
2023 Q3	$381K	Sell	2,478 -31	-1%	-$5.01K	0.05%	98
2023 Q2	$404K	Sell	2,509 -61	-2%	-$9.38K	0.05%	104
2023 Q1	$390K	Sell	2,570 -323	-11%	-$48.8K	0.05%	99
2022 Q4	$420K	Sell	2,893 -247	-8%	-$35.3K	0.05%	97
2022 Q3	$404K	Buy	3,140 +4	+0.1%	+$567	0.06%	89
2022 Q2	$431K	Buy	3,136 +2	+0.1%	+$295	0.05%	94
2022 Q1	$488K	Buy	3,134 +2	+0.1%	+$308	0.06%	95
2021 Q4	$491K	Buy	3,132 +3	+0.1%	+$456	0.06%	95
2021 Q3	$455K	Sell	3,129 -397	-11%	-$59.2K	0.06%	92
2021 Q2	$521K	Buy	3,526 +1	+0%	+$147	0.07%	85
2021 Q1	$498K	Sell	3,525 -447	-11%	-$60.2K	0.08%	83
2020 Q4	$509K	Sell	3,972 -202	-5%	-$24.4K	0.08%	78
2020 Q3	$469K	Buy	4,174 +523	+14%	+$59.3K	0.08%	76
2020 Q2	$395K	Sell	3,651 -1,554	-30%	-$165K	0.08%	78
2020 Q1	$501K	Sell	5,205 -2,170	-29%	-$258K	0.12%	69
2019 Q4	$959K	Buy	+7,375	New	+$918K	0.18%	70

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Blue Chip Partners's IVE Position: Q2 2026 in Review

Blue Chip Partners increased its iShares S&P 500 Value ETF (IVE) stake by 0.14% in Q2 2026, buying an estimated $447 and bringing the position to 1,409 shares worth $320K. The position accounts for 0.02% of the portfolio, ranked #151.

Blue Chip Partners first reported a position in IVE in Q4 2019 and has held it in 27 quarters since. The position peaked at $959K in Q4 2019. 1,764 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Blue Chip Partners held 1,409 shares of iShares S&P 500 Value ETF worth $320K as of Q2 2026.
Blue Chip Partners bought 2 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $447.
iShares S&P 500 Value ETF made up 0.02% of Blue Chip Partners's portfolio in Q2 2026, its #151 holding.
Blue Chip Partners first reported a position in iShares S&P 500 Value ETF in Q4 2019 and has held it in 27 quarters since.
Blue Chip Partners's iShares S&P 500 Value ETF position peaked at $959K in Q4 2019.
1,764 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Blue Chip Partners's 13F filing for Q2 2026, filed 14 Aug 2026.