Impact Partnership Wealth
IVE icon

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
Q3 		$439K Buy
1,922
+119
+7% +$27.8K 0.04% 295
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

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Impact Partnership Wealth's IVE Position: Q3 2026 in Review

Impact Partnership Wealth increased its iShares S&P 500 Value ETF (IVE) stake by 6.6% in Q3 2026, buying an estimated $27.8K and bringing the position to 1,922 shares worth $439K. The position accounts for 0.04% of the portfolio, ranked #295.

Impact Partnership Wealth first reported a position in IVE in Q2 2023 and has held it in 6 quarters since. The position peaked at $516K in Q1 2026. 1,578 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

  • Impact Partnership Wealth held 1,922 shares of iShares S&P 500 Value ETF worth $439K as of Q3 2026.
  • Impact Partnership Wealth bought 119 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $27.8K.
  • iShares S&P 500 Value ETF made up 0.04% of Impact Partnership Wealth's portfolio in Q3 2026, its #295 holding.
  • Impact Partnership Wealth first reported a position in iShares S&P 500 Value ETF in Q2 2023 and has held it in 6 quarters since.
  • Impact Partnership Wealth's iShares S&P 500 Value ETF position peaked at $516K in Q1 2026.
  • 1,578 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Impact Partnership Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.