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HUB Investment Partners’s iShares S&P 500 Value ETF IVE Stock Holding History

HUB Investment 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 		$1.68M Buy
7,419
+2,531
+52% +$565K 0.03% 324
2026
Q1 		$1.03M Buy
4,888
+868
+22% +$188K 0.02% 358
2025
Q4 		$853K Sell
4,020
-540
-12% -$113K 0.02% 342
2025
Q3 		$942K Buy
4,560
+707
+18% +$142K 0.03% 286
2025
Q2 		$753K Buy
3,853
+94
+3% +$17.5K 0.03% 306
2025
Q1 		$716K Buy
3,759
+38
+1% +$7.35K 0.03% 279
2024
Q4 		$710K Buy
3,721
+346
+10% +$68.6K 0.03% 254
2024
Q3 		$665K Hold
3,375
– – 0.03% 257
2024
Q2 		$614K Buy
3,375
+131
+4% +$23.9K 0.02% 254
2024
Q1 		$606K Buy
3,244
+209
+7% +$37.1K 0.03% 244
2023
Q4 		$528K Buy
+3,035
New +$488K 0.04% 238
2021
Q4 		– Sell
-2,059
Closed -$299K – 229
2021
Q3 		$299K Buy
2,059
+12
+0.6% +$1.79K 0.07% 169
2021
Q2 		$302K Buy
2,047
+6
+0.3% +$884 0.08% 162
2021
Q1 		$288K Buy
2,041
+155
+8% +$20.9K 0.08% 172
2020
Q4 		$212K Buy
+1,886
New +$228K 0.1% 146

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

HUB Investment Partners's IVE Position: Q2 2026 in Review

HUB Investment Partners increased its iShares S&P 500 Value ETF (IVE) stake by 52% in Q2 2026, buying an estimated $565K and bringing the position to 7,419 shares worth $1.68M. The position accounts for 0.03% of the portfolio, ranked #324.

HUB Investment Partners first reported a position in IVE in Q4 2020 and has held it in 15 quarters since. 1,769 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • HUB Investment Partners held 7,419 shares of iShares S&P 500 Value ETF worth $1.68M as of Q2 2026.
  • HUB Investment Partners bought 2,531 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $565K.
  • iShares S&P 500 Value ETF made up 0.03% of HUB Investment Partners's portfolio in Q2 2026, its #324 holding.
  • HUB Investment Partners first reported a position in iShares S&P 500 Value ETF in Q4 2020 and has held it in 15 quarters since.
  • 1,769 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.