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

Elevation 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	$230K	Buy	1,014 +4	+0.4%	+$893	0.07%	124
2026 Q1	$213K	Buy	1,010 +3	+0.3%	+$650	0.08%	113
2025 Q4	$213K	Buy	1,007 +5	+0.5%	+$1.05K	0.08%	112
2025 Q3	$207K	Buy	1,002 +4	+0.4%	+$803	0.07%	113
2025 Q2	$195K	Buy	998 +5	+0.5%	+$931	0.08%	114
2025 Q1	$189K	Buy	993 +3	+0.3%	+$581	0.08%	112
2024 Q4	$189K	Buy	990 +6	+0.6%	+$1.19K	0.08%	115
2024 Q3	$194K	Buy	984 +6	+0.6%	+$1.14K	0.08%	116
2024 Q2	$178K	Buy	978 +4	+0.4%	+$729	0.08%	115
2024 Q1	$182K	Buy	974 +9	+0.9%	+$1.6K	0.09%	115
2023 Q4	$148K	Hold	965	–	–	0.09%	119
2023 Q3	$148K	Hold	965	–	–	0.13%	72
2023 Q2	$156K	Hold	965	–	–	0.13%	75
2023 Q1	$146K	Buy	+965	New	+$146K	0.13%	76

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

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

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

Elevation Wealth Partners increased its iShares S&P 500 Value ETF (IVE) stake by 0.4% in Q2 2026, buying an estimated $893 and bringing the position to 1,014 shares worth $230K. The position accounts for 0.07% of the portfolio, ranked #124.

Elevation Wealth Partners first reported a position in IVE in Q1 2023 and has held it in 14 quarters since. 765 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Elevation Wealth Partners held 1,014 shares of iShares S&P 500 Value ETF worth $230K as of Q2 2026.
Elevation Wealth Partners bought 4 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $893.
iShares S&P 500 Value ETF made up 0.07% of Elevation Wealth Partners's portfolio in Q2 2026, its #124 holding.
Elevation Wealth Partners first reported a position in iShares S&P 500 Value ETF in Q1 2023 and has held it in 14 quarters since.
765 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.