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

Courage Miller 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	$350K	Sell	1,541 -6	-0.4%	-$1.34K	0.09%	75
2026 Q1	$327K	Hold	1,547	–	–	0.09%	77
2025 Q4	$328K	Hold	1,547	–	–	0.1%	70
2025 Q3	$319K	Sell	1,547 -7	-0.5%	-$1.41K	0.1%	69
2025 Q2	$304K	Hold	1,554	–	–	0.1%	70
2025 Q1	$296K	Sell	1,554 -1	-0.1%	-$194	0.1%	68
2024 Q4	$297K	Hold	1,555	–	–	0.1%	68
2024 Q3	$307K	Sell	1,555 -13	-0.8%	-$2.47K	0.1%	68
2024 Q2	$285K	Hold	1,568	–	–	0.1%	70
2024 Q1	$293K	Sell	1,568 -1	-0.1%	-$178	0.1%	75
2023 Q4	$273K	Sell	1,569 -355	-18%	-$57.1K	0.1%	70
2023 Q3	$296K	Sell	1,924 -34	-2%	-$5.5K	0.12%	65
2023 Q2	$316K	Sell	1,958 -1	-0.1%	-$154	0.13%	67
2023 Q1	$297K	Sell	1,959 -16	-0.8%	-$2.42K	0.13%	68
2022 Q4	$287K	Sell	1,975 -74	-4%	-$10.6K	0.13%	64
2022 Q3	$263K	Hold	2,049	–	–	0.13%	64
2022 Q2	$282K	Buy	2,049 +85	+4%	+$12.5K	0.13%	63
2022 Q1	$306K	Buy	1,964 +253	+15%	+$38.9K	0.12%	63
2021 Q4	$268K	Buy	1,711 +75	+5%	+$11.4K	0.1%	70
2021 Q3	$238K	Buy	1,636 +69	+4%	+$10.3K	0.1%	77
2021 Q2	$231K	Buy	1,567 +149	+11%	+$21.9K	0.09%	79
2021 Q1	$200K	Buy	+1,418	New	+$191K	0.09%	83
2017 Q1	–	Sell	-2,006	Closed	-$203K	–	66
2016 Q4	$203K	Buy	+2,006	New	+$196K	0.14%	66
2016 Q2	–	Sell	-2,567	Closed	-$231K	–	68
2016 Q1	$231K	Sell	2,567 -6	-0.2%	-$512	0.16%	64
2015 Q4	$228K	Buy	+2,573	New	+$230K	0.16%	64
2014 Q4	–	Sell	-53,166	Closed	-$4.79M	–	62
2014 Q3	$4.79M	Buy	53,166 +898	+2%	+$81.6K	3.73%	6
2014 Q2	$4.72M	Sell	52,268 -740	-1%	-$65.4K	3.46%	5
2014 Q1	$4.61M	Buy	53,008 +4,419	+9%	+$373K	3.62%	6
2013 Q4	$4.15M	Sell	48,589 -1,920	-4%	-$158K	3.52%	9
2013 Q3	$3.96M	Buy	50,509 +2,753	+6%	+$217K	3.25%	11
2013 Q2	$3.62M	Buy	+47,756	New	+$3.62M	3.28%	10

Other funds holding IVE

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

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HFBOT

Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Courage Miller Partners's IVE Position: Q2 2026 in Review

Courage Miller Partners reduced its iShares S&P 500 Value ETF (IVE) stake by 0.39% in Q2 2026, selling an estimated $1.34K and leaving 1,541 shares worth $350K. The position accounts for 0.09% of the portfolio, ranked #75.

Courage Miller Partners first reported a position in IVE in Q2 2013 and has held it in 31 quarters since. The position peaked at $4.79M in Q3 2014. 856 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Courage Miller Partners held 1,541 shares of iShares S&P 500 Value ETF worth $350K as of Q2 2026.
Courage Miller Partners sold 6 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $1.34K.
iShares S&P 500 Value ETF made up 0.09% of Courage Miller Partners's portfolio in Q2 2026, its #75 holding.
Courage Miller Partners first reported a position in iShares S&P 500 Value ETF in Q2 2013 and has held it in 31 quarters since.
Courage Miller Partners's iShares S&P 500 Value ETF position peaked at $4.79M in Q3 2014.
856 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Courage Miller Partners's 13F filing for Q2 2026, filed 23 Jul 2026.