Impact Partnership Wealth’s iShares S&P 500 Value ETF IVE Stock Holding History

Impact Partnership Wealth’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	$409K	Sell	1,803 -639	-26%	-$143K	0.04%	290
2026 Q1	$516K	Buy	2,442 +865	+55%	+$187K	0.06%	197
2025 Q4	$334K	Buy	+1,577	New	+$330K	0.04%	263
2023 Q4	–	Sell	-82	Closed	-$12.6K	–	970
2023 Q3	$12.6K	Buy	82 +9	+12%	+$1.46K	﹤0.01%	554
2023 Q2	$11.7K	Buy	+73	New	+$11.2K	﹤0.01%	409

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

Impact Partnership Wealth's IVE Position: Q2 2026 in Review

Impact Partnership Wealth reduced its iShares S&P 500 Value ETF (IVE) stake by 26% in Q2 2026, selling an estimated $143K and leaving 1,803 shares worth $409K. The position accounts for 0.04% of the portfolio, ranked #290.

Impact Partnership Wealth first reported a position in IVE in Q2 2023 and has held it in 5 quarters since. The position peaked at $516K in Q1 2026. 1,769 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Impact Partnership Wealth held 1,803 shares of iShares S&P 500 Value ETF worth $409K as of Q2 2026.
Impact Partnership Wealth sold 639 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $143K.
iShares S&P 500 Value ETF made up 0.04% of Impact Partnership Wealth's portfolio in Q2 2026, its #290 holding.
Impact Partnership Wealth first reported a position in iShares S&P 500 Value ETF in Q2 2023 and has held it in 5 quarters since.
Impact Partnership Wealth's iShares S&P 500 Value ETF position peaked at $516K in Q1 2026.
1,769 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.