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

Destiny 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
Q1 		$92.7K Buy
+439
New +$95.1K 0.01% 355
2023
Q1 		– Sell
-439
Closed -$63.7K – 404
2022
Q4 		$63.7K Buy
+439
New +$62.7K 0.01% 266

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Destiny Wealth Partners's IVE Position: Q1 2026 in Review

Destiny Wealth Partners opened a new position in iShares S&P 500 Value ETF (IVE) in Q1 2026: 439 shares worth $92.7K. The stake represents 0.01% of the portfolio and ranks #355 among its holdings. This is a return to the name: Destiny Wealth Partners previously reported a position in IVE as recently as Q4 2022.

Destiny Wealth Partners first reported a position in IVE in Q4 2022 and has held it in 2 quarters since. 1,704 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

  • Destiny Wealth Partners held 439 shares of iShares S&P 500 Value ETF worth $92.7K as of Q1 2026.
  • iShares S&P 500 Value ETF was a new Destiny Wealth Partners position in Q1 2026.
  • iShares S&P 500 Value ETF made up 0.01% of Destiny Wealth Partners's portfolio in Q1 2026, its #355 holding.
  • Destiny Wealth Partners first reported a position in iShares S&P 500 Value ETF in Q4 2022 and has held it in 2 quarters since.
  • 1,704 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Destiny Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.