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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
Q3 		$274K Hold
1,200
– – 0.15% 143
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

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
SA
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Investment Partners Asset Management's IVE Position: Q3 2026 in Review

Investment Partners Asset Management held its iShares S&P 500 Value ETF (IVE) position steady in Q3 2026 at 1,200 shares worth $274K. The position accounts for 0.15% of the portfolio, ranked #143.

Investment Partners Asset Management first reported a position in IVE in Q4 2023 and has held it in 12 quarters since. 95 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

  • Investment Partners Asset Management held 1,200 shares of iShares S&P 500 Value ETF worth $274K as of Q3 2026.
  • Investment Partners Asset Management left its iShares S&P 500 Value ETF share count unchanged in Q3 2026.
  • iShares S&P 500 Value ETF made up 0.15% of Investment Partners Asset Management's portfolio in Q3 2026, its #143 holding.
  • Investment Partners Asset Management first reported a position in iShares S&P 500 Value ETF in Q4 2023 and has held it in 12 quarters since.
  • 95 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Investment Partners Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.