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

Forefront 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 Q2	$2.82M	Sell	12,401 -4,189	-25%	-$936K	0.87%	31
2026 Q1	$3.5M	Buy	16,590 +973	+6%	+$211K	1.47%	13
2025 Q4	$3.31M	Buy	15,617 +2,533	+19%	+$531K	1.57%	12
2025 Q3	$2.7M	Buy	13,084 +1,486	+13%	+$298K	0.68%	41
2025 Q2	$2.23M	Buy	11,598 +3,182	+38%	+$593K	1.53%	19
2025 Q1	$1.6M	Sell	8,416 -549	-6%	-$106K	1.09%	24
2024 Q4	$1.71M	Buy	+8,965	New	+$1.78M	1.28%	22

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Forefront Wealth Partners's IVE Position: Q2 2026 in Review

Forefront Wealth Partners reduced its iShares S&P 500 Value ETF (IVE) stake by 25% in Q2 2026, selling an estimated $936K and leaving 12,401 shares worth $2.82M. The position accounts for 0.87% of the portfolio, ranked #31.

Forefront Wealth Partners first reported a position in IVE in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.5M in Q1 2026. 1,769 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Forefront Wealth Partners held 12,401 shares of iShares S&P 500 Value ETF worth $2.82M as of Q2 2026.
Forefront Wealth Partners sold 4,189 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $936K.
iShares S&P 500 Value ETF made up 0.87% of Forefront Wealth Partners's portfolio in Q2 2026, its #31 holding.
Forefront Wealth Partners first reported a position in iShares S&P 500 Value ETF in Q4 2024 and has held it in 7 quarters since.
Forefront Wealth Partners's iShares S&P 500 Value ETF position peaked at $3.5M in Q1 2026.
1,769 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Forefront Wealth Partners's 13F filing for Q2 2026, filed 20 Aug 2026.