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

Founders Grove 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	$5.97M	Sell	26,285 -466	-2%	-$104K	1.19%	25
2026 Q1	$5.65M	Sell	26,751 -60	-0.2%	-$13K	1.28%	24
2025 Q4	$5.69M	Sell	26,811 -413	-2%	-$86.6K	1.28%	24
2025 Q3	$5.62M	Buy	27,224 +893	+3%	+$179K	1.32%	24
2025 Q2	$5.15M	Sell	26,331 -1,867	-7%	-$348K	1.29%	24
2025 Q1	$5.37M	Buy	28,198 +2,236	+9%	+$433K	1.5%	22
2024 Q4	$4.96M	Buy	+25,962	New	+$5.15M	1.44%	24

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Founders Grove Wealth Partners's IVE Position: Q2 2026 in Review

Founders Grove Wealth Partners reduced its iShares S&P 500 Value ETF (IVE) stake by 1.7% in Q2 2026, selling an estimated $104K and leaving 26,285 shares worth $5.97M. The position accounts for 1.19% of the portfolio, ranked #25.

Founders Grove Wealth Partners first reported a position in IVE in Q4 2024 and has held it in 7 quarters since. 1,765 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Founders Grove Wealth Partners held 26,285 shares of iShares S&P 500 Value ETF worth $5.97M as of Q2 2026.
Founders Grove Wealth Partners sold 466 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $104K.
iShares S&P 500 Value ETF made up 1.19% of Founders Grove Wealth Partners's portfolio in Q2 2026, its #25 holding.
Founders Grove Wealth Partners first reported a position in iShares S&P 500 Value ETF in Q4 2024 and has held it in 7 quarters since.
1,765 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.