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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
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
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

Impact Partnership Wealth's IVE Position: Q1 2026 in Review

Impact Partnership Wealth increased its iShares S&P 500 Value ETF (IVE) stake by 55% in Q1 2026, buying an estimated $187K and bringing the position to 2,442 shares worth $516K. The position accounts for 0.06% of the portfolio, ranked #197.

Impact Partnership Wealth first reported a position in IVE in Q2 2023 and has held it in 4 quarters since. 1,706 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

  • Impact Partnership Wealth held 2,442 shares of iShares S&P 500 Value ETF worth $516K as of Q1 2026.
  • Impact Partnership Wealth bought 865 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $187K.
  • iShares S&P 500 Value ETF made up 0.06% of Impact Partnership Wealth's portfolio in Q1 2026, its #197 holding.
  • Impact Partnership Wealth first reported a position in iShares S&P 500 Value ETF in Q2 2023 and has held it in 4 quarters since.
  • 1,706 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.