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 Q3	$224K	Sell	980 -34	-3%	-$7.94K	0.06%	134
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

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Home Federal Bank of Tennessee Knoxville, Tennessee $465M AUM 18.18% 1-Year Est. Return

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return

Elevation Wealth Partners's IVE Position: Q3 2026 in Review

Elevation Wealth Partners reduced its iShares S&P 500 Value ETF (IVE) stake by 3.4% in Q3 2026, selling an estimated $7.94K and leaving 980 shares worth $224K. The position accounts for 0.06% of the portfolio, ranked #134.

Elevation Wealth Partners first reported a position in IVE in Q1 2023 and has held it in 15 quarters since. The position peaked at $230K in Q2 2026. 719 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

Elevation Wealth Partners held 980 shares of iShares S&P 500 Value ETF worth $224K as of Q3 2026.
Elevation Wealth Partners sold 34 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $7.94K.
iShares S&P 500 Value ETF made up 0.06% of Elevation Wealth Partners's portfolio in Q3 2026, its #134 holding.
Elevation Wealth Partners first reported a position in iShares S&P 500 Value ETF in Q1 2023 and has held it in 15 quarters since.
Elevation Wealth Partners's iShares S&P 500 Value ETF position peaked at $230K in Q2 2026.
719 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.