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Focus Partners Advisor Solutions’s iShares S&P 500 Value ETF IVE Stock Holding History

Focus Partners Advisor Solutions’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 		$5.58M Buy
24,581
+6,022
+32% +$1.35M 0.05% 173
2026
Q1 		$3.92M Sell
18,559
-4,611
-20% -$998K 0.04% 208
2025
Q4 		$4.91M Buy
23,170
+3,853
+20% +$807K 0.06% 151
2025
Q3 		$4.04M Buy
19,317
+3,989
+26% +$801K 0.05% 206
2025
Q2 		$3M Buy
15,328
+101
+0.7% +$18.8K 0.04% 206
2025
Q1 		$2.9M Buy
15,227
+212
+1% +$41K 0.04% 194
2024
Q4 		$2.87M Sell
15,015
-1,128
-7% -$224K 0.05% 173
2024
Q3 		$3.18M Buy
16,143
+1,137
+8% +$216K 0.07% 137
2024
Q2 		$2.73M Buy
15,006
+1,338
+10% +$244K 0.07% 133
2024
Q1 		$2.55M Buy
13,668
+9,079
+198% +$1.61M 0.07% 136
2023
Q4 		$798K Sell
4,589
-924
-17% -$149K 0.04% 190
2023
Q3 		$848K Sell
5,513
-450
-8% -$72.7K 0.04% 184
2023
Q2 		$961K Buy
5,963
+615
+11% +$94.6K 0.05% 139
2023
Q1 		$812K Sell
5,348
-37,937
-88% -$5.73M 0.05% 144
2022
Q4 		$6.28M Buy
43,285
+2,078
+5% +$297K 0.49% 34
2022
Q3 		$5.3M Buy
41,207
+833
+2% +$118K 0.31% 38
2022
Q2 		$5.55M Buy
40,374
+3,999
+11% +$590K 0.47% 30
2022
Q1 		$5.67M Buy
+36,375
New +$5.6M 0.56% 26

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

Focus Partners Advisor Solutions's IVE Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its iShares S&P 500 Value ETF (IVE) stake by 32% in Q2 2026, buying an estimated $1.35M and bringing the position to 24,581 shares worth $5.58M. The position accounts for 0.05% of the portfolio, ranked #173.

Focus Partners Advisor Solutions first reported a position in IVE in Q1 2022 and has held it in 18 quarters since. The position peaked at $6.28M in Q4 2022. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Focus Partners Advisor Solutions held 24,581 shares of iShares S&P 500 Value ETF worth $5.58M as of Q2 2026.
  • Focus Partners Advisor Solutions bought 6,022 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $1.35M.
  • iShares S&P 500 Value ETF made up 0.05% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #173 holding.
  • Focus Partners Advisor Solutions first reported a position in iShares S&P 500 Value ETF in Q1 2022 and has held it in 18 quarters since.
  • Focus Partners Advisor Solutions's iShares S&P 500 Value ETF position peaked at $6.28M in Q4 2022.
  • 1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.