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

Essential 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 		$136K Buy
596
+251
+73% +$58.6K 0.06% 338
2026
Q2 		$78.3K Hold
345
– – 0.04% 488
2026
Q1 		$72.8K Hold
345
– – 0.02% 495
2025
Q4 		$73.2K Sell
345
-50
-13% -$10.5K 0.02% 518
2025
Q3 		$81.6K Hold
395
– – 0.03% 481
2025
Q2 		$77.2K Buy
+395
New +$73.6K 0.03% 388

Other funds holding IVE

HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $465M AUM 18.18% 1-Year Est. Return
EWA
Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
West Wealth Group
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
FLA
Financial Life Advisors San Antonio, Texas $352M AUM 8.42% 1-Year Est. Return

Essential Partners's IVE Position: Q3 2026 in Review

Essential Partners increased its iShares S&P 500 Value ETF (IVE) stake by 73% in Q3 2026, buying an estimated $58.6K and bringing the position to 596 shares worth $136K. The position accounts for 0.06% of the portfolio, ranked #338.

Essential Partners first reported a position in IVE in Q2 2025 and has held it in 6 quarters since. 321 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

  • Essential Partners held 596 shares of iShares S&P 500 Value ETF worth $136K as of Q3 2026.
  • Essential Partners bought 251 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $58.6K.
  • iShares S&P 500 Value ETF made up 0.06% of Essential Partners's portfolio in Q3 2026, its #338 holding.
  • Essential Partners first reported a position in iShares S&P 500 Value ETF in Q2 2025 and has held it in 6 quarters since.
  • 321 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.