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Everpar Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Everpar Advisors’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 		– Sell
-1,450
Closed -$306K – 315
2026
Q1 		$306K Sell
1,450
-265
-15% -$57.4K 0.11% 201
2025
Q4 		$364K Sell
1,715
-1,342
-44% -$281K 0.13% 165
2025
Q3 		$631K Buy
3,057
+820
+37% +$165K 0.25% 90
2025
Q2 		$437K Buy
2,237
+308
+16% +$57.4K 0.2% 140
2025
Q1 		$368K Buy
1,929
+298
+18% +$57.7K 0.2% 144
2024
Q4 		$311K Buy
1,631
+76
+5% +$15.1K 0.16% 180
2024
Q3 		$307K Buy
1,555
+105
+7% +$19.9K 0.16% 184
2024
Q2 		$264K Buy
+1,450
New +$264K 0.13% 210

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Everpar Advisors's IVE Position: Q2 2026 in Review

Everpar Advisors sold out of iShares S&P 500 Value ETF (IVE) in Q2 2026, closing a stake of 1,450 shares — an estimated $306K sold.

Everpar Advisors first reported a position in IVE in Q2 2024 and held it in 8 quarters. The position peaked at $631K in Q3 2025. 1,764 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Everpar Advisors reported no remaining iShares S&P 500 Value ETF position as of Q2 2026 after selling out during the quarter.
  • Everpar Advisors sold 1,450 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $306K.
  • Everpar Advisors first reported a position in iShares S&P 500 Value ETF in Q2 2024 and held it in 8 quarters.
  • Everpar Advisors's iShares S&P 500 Value ETF position peaked at $631K in Q3 2025.
  • 1,764 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.