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

Boston 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	$405K	Buy	+1,781	New	+$398K	﹤0.01%	731
2026 Q1	–	Sell	-3,707	Closed	-$786K	–	811
2025 Q4	$786K	Buy	+3,707	New	+$777K	﹤0.01%	641
2025 Q3	–	Sell	-1,580	Closed	-$309K	–	778
2025 Q2	$309K	Buy	+1,580	New	+$294K	﹤0.01%	685
2025 Q1	–	Sell	-5,514	Closed	-$1.05M	–	736
2024 Q4	$1.05M	Buy	+5,514	New	+$1.09M	﹤0.01%	565
2024 Q1	–	Sell	-1,903	Closed	-$331K	–	802
2023 Q4	$331K	Buy	1,903 +513	+37%	+$82.5K	﹤0.01%	660
2023 Q3	$214K	Buy	+1,390	New	+$225K	﹤0.01%	700
2023 Q1	–	Sell	-1,580	Closed	-$229K	–	721
2022 Q4	$229K	Buy	+1,580	New	+$226K	﹤0.01%	660
2022 Q3	–	Sell	-3,070	Closed	-$422K	–	733
2022 Q2	$422K	Buy	+3,070	New	+$453K	﹤0.01%	627
2020 Q2	–	Sell	-6,308	Closed	-$607K	–	677
2020 Q1	$607K	Buy	+6,308	New	+$751K	﹤0.01%	578
2019 Q4	–	Sell	-67	Closed	-$8K	–	725
2019 Q3	$8K	Buy	+67	New	+$7.86K	﹤0.01%	696

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

Boston Partners's IVE Position: Q2 2026 in Review

Boston Partners opened a new position in iShares S&P 500 Value ETF (IVE) in Q2 2026: 1,781 shares worth $405K. The stake represents ﹤0.01% of the portfolio and ranks #731 among its holdings. This is a return to the name: Boston Partners previously reported a position in IVE as recently as Q4 2025.

Boston Partners first reported a position in IVE in Q3 2019 and has held it in 10 quarters since. The position peaked at $1.05M in Q4 2024. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Boston Partners held 1,781 shares of iShares S&P 500 Value ETF worth $405K as of Q2 2026.
iShares S&P 500 Value ETF was a new Boston Partners position in Q2 2026.
iShares S&P 500 Value ETF made up ﹤0.01% of Boston Partners's portfolio in Q2 2026, its #731 holding.
Boston Partners first reported a position in iShares S&P 500 Value ETF in Q3 2019 and has held it in 10 quarters since.
Boston Partners's iShares S&P 500 Value ETF position peaked at $1.05M in Q4 2024.
1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Boston Partners's 13F filing for Q2 2026, filed 4 Aug 2026.