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

Carmel Capital 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	$6.98M	Buy	+30,747	New	+$6.87M	2.3%	7

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

PLFA

Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

CWM

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Carmel Capital Partners's IVE Position: Q2 2026 in Review

Carmel Capital Partners opened a new position in iShares S&P 500 Value ETF (IVE) in Q2 2026: 30,747 shares worth $6.98M. The stake represents 2.3% of the portfolio and ranks #7 among its holdings.

1,073 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Carmel Capital Partners held 30,747 shares of iShares S&P 500 Value ETF worth $6.98M as of Q2 2026.
iShares S&P 500 Value ETF was a new Carmel Capital Partners position in Q2 2026.
iShares S&P 500 Value ETF made up 2.3% of Carmel Capital Partners's portfolio in Q2 2026, its #7 holding.
1,073 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Carmel Capital Partners's 13F filing for Q2 2026, filed 30 Jul 2026.