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

IAG 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 		$74.3K Hold
352
– – 0.01% 184
2025
Q4 		$74.6K Hold
352
– – 0.01% 180
2025
Q3 		$72.7K Sell
352
-65
-16% -$13.1K 0.01% 184
2025
Q2 		$81.5K Hold
417
– – 0.01% 166
2025
Q1 		$79.5K Sell
417
-75
-15% -$14.5K 0.01% 162
2024
Q4 		$93.9K Buy
492
+142
+41% +$28.2K 0.02% 140
2024
Q3 		$69K Hold
350
– – 0.01% 160
2024
Q2 		$63.7K Hold
350
– – 0.01% 157
2024
Q1 		$65.4K Hold
350
– – 0.01% 145
2023
Q4 		$60.9K Buy
+350
New +$56.3K 0.01% 143

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $377B AUM 19.32% 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

IAG Wealth Partners's IVE Position: Q1 2026 in Review

IAG Wealth Partners held its iShares S&P 500 Value ETF (IVE) position steady in Q1 2026 at 352 shares worth $74.3K. The position accounts for 0.01% of the portfolio, ranked #184.

IAG Wealth Partners first reported a position in IVE in Q4 2023 and has held it in 10 quarters since. The position peaked at $93.9K in Q4 2024. 1,704 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

  • IAG Wealth Partners held 352 shares of iShares S&P 500 Value ETF worth $74.3K as of Q1 2026.
  • IAG Wealth Partners left its iShares S&P 500 Value ETF share count unchanged in Q1 2026.
  • iShares S&P 500 Value ETF made up 0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #184 holding.
  • IAG Wealth Partners first reported a position in iShares S&P 500 Value ETF in Q4 2023 and has held it in 10 quarters since.
  • IAG Wealth Partners's iShares S&P 500 Value ETF position peaked at $93.9K in Q4 2024.
  • 1,704 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.