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

Curated Wealth 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	$267K	Buy	+159,970	New	+$35.7M	0.03%	440

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

Curated Wealth Partners's IVE Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in iShares S&P 500 Value ETF (IVE) in Q2 2026: 159,970 shares worth $267K. The stake represents 0.03% of the portfolio and ranks #440 among its holdings.

733 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Curated Wealth Partners held 159,970 shares of iShares S&P 500 Value ETF worth $267K as of Q2 2026.
iShares S&P 500 Value ETF was a new Curated Wealth Partners position in Q2 2026.
iShares S&P 500 Value ETF made up 0.03% of Curated Wealth Partners's portfolio in Q2 2026, its #440 holding.
733 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.