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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
Q2 		$10.9M Sell
48,163
-688
-1% -$154K 3.04% 5
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 22.9% 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

Gen-Wealth Partners's IVE Position: Q2 2026 in Review

Gen-Wealth Partners reduced its iShares S&P 500 Value ETF (IVE) stake by 1.4% in Q2 2026, selling an estimated $154K and leaving 48,163 shares worth $10.9M. The position accounts for 3.04% of the portfolio, ranked #5.

Gen-Wealth Partners first reported a position in IVE in Q1 2024 and has held it in 10 quarters since. 1,769 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Gen-Wealth Partners held 48,163 shares of iShares S&P 500 Value ETF worth $10.9M as of Q2 2026.
  • Gen-Wealth Partners sold 688 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $154K.
  • iShares S&P 500 Value ETF made up 3.04% of Gen-Wealth Partners's portfolio in Q2 2026, its #5 holding.
  • Gen-Wealth Partners first reported a position in iShares S&P 500 Value ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,769 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.