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

Gen-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
Q1 		$10.3M Buy
48,851
+1,990
+4% +$431K 3.25% 3
2025
Q4 		$9.94M Buy
46,861
+14,955
+47% +$3.13M 3.19% 3
2025
Q3 		$6.59M Buy
31,906
+3,235
+11% +$650K 2.23% 8
2025
Q2 		$5.6M Buy
28,671
+1,369
+5% +$255K 2.16% 7
2025
Q1 		$5.2M Buy
27,302
+10,935
+67% +$2.12M 2.17% 7
2024
Q4 		$3.12M Buy
16,367
+752
+5% +$149K 1.34% 10
2024
Q3 		$3.06M Buy
15,615
+761
+5% +$145K 1.34% 9
2024
Q2 		$2.7M Buy
14,854
+514
+4% +$93.6K 1.31% 9
2024
Q1 		$2.68M Buy
+14,340
New +$2.55M 1.33% 9

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 $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Gen-Wealth Partners's IVE Position: Q1 2026 in Review

Gen-Wealth Partners increased its iShares S&P 500 Value ETF (IVE) stake by 4.2% in Q1 2026, buying an estimated $431K and bringing the position to 48,851 shares worth $10.3M. The position accounts for 3.25% of the portfolio, ranked #3.

Gen-Wealth Partners first reported a position in IVE in Q1 2024 and has held it in 9 quarters since. 1,711 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

  • Gen-Wealth Partners held 48,851 shares of iShares S&P 500 Value ETF worth $10.3M as of Q1 2026.
  • Gen-Wealth Partners bought 1,990 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $431K.
  • iShares S&P 500 Value ETF made up 3.25% of Gen-Wealth Partners's portfolio in Q1 2026, its #3 holding.
  • Gen-Wealth Partners first reported a position in iShares S&P 500 Value ETF in Q1 2024 and has held it in 9 quarters since.
  • 1,711 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.