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

Investment Partners Asset Management’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	$272K	Hold	1,200	–	–	0.15%	145
2026 Q1	$253K	Hold	1,200	–	–	0.16%	144
2025 Q4	$254K	Hold	1,200	–	–	0.16%	141
2025 Q3	$248K	Hold	1,200	–	–	0.16%	140
2025 Q2	$235K	Hold	1,200	–	–	0.16%	134
2025 Q1	$229K	Hold	1,200	–	–	0.18%	134
2024 Q4	$229K	Hold	1,200	–	–	0.18%	129
2024 Q3	$237K	Hold	1,200	–	–	0.19%	122
2024 Q2	$218K	Hold	1,200	–	–	0.19%	120
2024 Q1	$224K	Hold	1,200	–	–	0.2%	125
2023 Q4	$209K	Buy	+1,200	New	+$193K	0.21%	117

Other funds holding IVE

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

HFBOT

Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Investment Partners Asset Management's IVE Position: Q2 2026 in Review

Investment Partners Asset Management held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 1,200 shares worth $272K. The position accounts for 0.15% of the portfolio, ranked #145.

Investment Partners Asset Management first reported a position in IVE in Q4 2023 and has held it in 11 quarters since. 616 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Investment Partners Asset Management held 1,200 shares of iShares S&P 500 Value ETF worth $272K as of Q2 2026.
Investment Partners Asset Management left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
iShares S&P 500 Value ETF made up 0.15% of Investment Partners Asset Management's portfolio in Q2 2026, its #145 holding.
Investment Partners Asset Management first reported a position in iShares S&P 500 Value ETF in Q4 2023 and has held it in 11 quarters since.
616 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Investment Partners Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.