Financial Partners Group (Kansas)’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $726K | Sell |
3,197
-54
| -2% | -$12.1K | 0.07% | 117 |
|
|
2026
Q1 | $686K | Buy |
3,251
+7
| +0.2% | +$1.52K | 0.08% | 118 |
|
|
2025
Q4 | $705K | Sell |
3,244
-130
| -4% | -$27.2K | 0.08% | 115 |
|
|
2025
Q3 | $697K | Buy |
3,374
+10
| +0.3% | +$2.01K | 0.09% | 105 |
|
|
2025
Q2 | $657K | Buy |
3,364
+80
| +2% | +$14.9K | 0.09% | 98 |
|
|
2025
Q1 | $626K | Buy |
3,284
+8
| +0.2% | +$1.55K | 0.1% | 94 |
|
|
2024
Q4 | $625K | Buy |
3,276
+34
| +1% | +$6.74K | 0.09% | 90 |
|
|
2024
Q3 | $639K | Buy |
3,242
+458
| +16% | +$87K | 0.09% | 91 |
|
|
2024
Q2 | $507K | Buy |
2,784
+74
| +3% | +$13.5K | 0.08% | 101 |
|
|
2024
Q1 | $506K | Buy |
2,710
+38
| +1% | +$6.75K | 0.08% | 100 |
|
|
2023
Q4 | $465K | Buy |
2,672
+6
| +0.2% | +$964 | 0.08% | 96 |
|
|
2023
Q3 | $416K | Buy |
2,666
+7
| +0.3% | +$1.13K | 0.09% | 95 |
|
|
2023
Q2 | $435K | Buy |
2,659
+11
| +0.4% | +$1.69K | 0.09% | 98 |
|
|
2023
Q1 | $402K | Buy |
2,648
+6
| +0.2% | +$907 | 0.09% | 100 |
|
|
2022
Q4 | $414K | Buy |
2,642
+8
| +0.3% | +$1.14K | 0.09% | 100 |
|
|
2022
Q3 | $339K | Buy |
2,634
+9
| +0.3% | +$1.27K | 0.09% | 106 |
|
|
2022
Q2 | $361K | Sell |
2,625
-63
| -2% | -$9.3K | 0.09% | 103 |
|
|
2022
Q1 | $419K | Buy |
2,688
+98
| +4% | +$15.1K | 0.09% | 112 |
|
|
2021
Q4 | $399K | Sell |
2,590
-13
| -0.5% | -$1.98K | 0.09% | 115 |
|
|
2021
Q3 | $379K | Buy |
2,603
+118
| +5% | +$17.6K | 0.09% | 107 |
|
|
2021
Q2 | $367K | Buy |
2,485
+4
| +0.2% | +$589 | 0.09% | 105 |
|
|
2021
Q1 | $350K | Buy |
2,481
+4
| +0.2% | +$539 | 0.1% | 100 |
|
|
2020
Q4 | $325K | Buy |
2,477
+6
| +0.2% | +$726 | 0.1% | 91 |
|
|
2020
Q3 | $278K | Buy |
2,471
+236
| +11% | +$26.7K | 0.1% | 95 |
|
|
2020
Q2 | $242K | Sell |
2,235
-285
| -11% | -$30.2K | 0.09% | 87 |
|
|
2020
Q1 | $232K | Sell |
2,520
-30,799
| -92% | -$3.67M | 0.14% | 59 |
|
|
2019
Q4 | $4.3M | Buy |
33,319
+1,497
| +5% | +$186K | 1.67% | 15 |
|
|
2019
Q3 | $3.79M | Sell |
31,822
-1,638
| -5% | -$192K | 1.69% | 15 |
|
|
2019
Q2 | $3.9M | Sell |
33,460
-437
| -1% | -$50.1K | 1.83% | 17 |
|
|
2019
Q1 | $3.82M | Buy |
33,897
+15,832
| +88% | +$1.74M | 2.07% | 18 |
|
|
2018
Q4 | $1.83M | Buy |
18,065
+10,706
| +145% | +$1.17M | 1.19% | 23 |
|
|
2018
Q3 | $853K | Buy |
7,359
+734
| +11% | +$84.2K | 0.56% | 34 |
|
|
2018
Q2 | $730K | Buy |
6,625
+624
| +10% | +$69.1K | 0.54% | 38 |
|
|
2018
Q1 | $656K | Sell |
6,001
-21,243
| -78% | -$2.43M | 0.51% | 39 |
|
|
2017
Q4 | $3.11M | Buy |
+27,244
| New | +$3.02M | 2.45% | 14 |
|
Other funds holding IVE
Financial Partners Group (Kansas)'s IVE Position: Q2 2026 in Review
Financial Partners Group (Kansas) reduced its iShares S&P 500 Value ETF (IVE) stake by 1.7% in Q2 2026, selling an estimated $12.1K and leaving 3,197 shares worth $726K. The position accounts for 0.07% of the portfolio, ranked #117.
Financial Partners Group (Kansas) first reported a position in IVE in Q4 2017 and has held it in 35 quarters since. The position peaked at $4.3M in Q4 2019. 1,764 funds tracked by Wall St. Rank hold IVE as of Q2 2026.
- Financial Partners Group (Kansas) held 3,197 shares of iShares S&P 500 Value ETF worth $726K as of Q2 2026.
- Financial Partners Group (Kansas) sold 54 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $12.1K.
- iShares S&P 500 Value ETF made up 0.07% of Financial Partners Group (Kansas)'s portfolio in Q2 2026, its #117 holding.
- Financial Partners Group (Kansas) first reported a position in iShares S&P 500 Value ETF in Q4 2017 and has held it in 35 quarters since.
- Financial Partners Group (Kansas)'s iShares S&P 500 Value ETF position peaked at $4.3M in Q4 2019.
- 1,764 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.
Based on Financial Partners Group (Kansas)'s 13F filing for Q2 2026, filed 23 Jul 2026.