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

Investment Partners’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 		$5.56M Buy
24,487
+95
+0.4% +$21.2K 1.74% 17
2026
Q1 		$5.15M Buy
24,392
+683
+3% +$148K 1.83% 16
2025
Q4 		$5.03M Buy
23,709
+3
+0% +$629 1.76% 18
2025
Q3 		$4.9M Buy
23,706
+3
+0% +$603 1.72% 17
2025
Q2 		$4.63M Buy
23,703
+32
+0.1% +$5.96K 1.75% 17
2025
Q1 		$4.51M Sell
23,671
-211
-0.9% -$40.8K 1.87% 15
2024
Q4 		$4.56M Sell
23,882
-56
-0.2% -$11.1K 1.88% 15
2024
Q3 		$4.72M Buy
23,938
+22
+0.1% +$4.18K 1.97% 12
2024
Q2 		$4.35M Sell
23,916
-27
-0.1% -$4.92K 1.96% 12
2024
Q1 		$4.47M Sell
23,943
-121
-0.5% -$21.5K 2.03% 13
2023
Q4 		$4.18M Sell
24,064
-6
-0% -$964 2.06% 11
2023
Q3 		$3.7M Sell
24,070
-200
-0.8% -$32.3K 1.95% 12
2023
Q2 		$3.91M Sell
24,270
-222
-0.9% -$34.2K 2.04% 11
2023
Q1 		$3.72M Sell
24,492
-22
-0.1% -$3.33K 1.95% 11
2022
Q4 		$3.56M Sell
24,514
-3,641
-13% -$520K 1.88% 11
2022
Q3 		$3.62M Buy
28,155
+4,048
+17% +$574K 1.08% 18
2022
Q2 		$3.31M Buy
24,107
+203
+0.8% +$30K 1.62% 12
2022
Q1 		$3.72M Hold
23,904
– – 1.57% 15
2021
Q4 		$3.74M Buy
23,904
+64
+0.3% +$9.73K 1.53% 16
2021
Q3 		$3.47M Buy
23,840
+566
+2% +$84.3K 1.58% 17
2021
Q2 		$3.44M Sell
23,274
-59
-0.3% -$8.69K 1.57% 16
2021
Q1 		$3.3M Buy
23,333
+5,547
+31% +$747K 1.6% 16
2020
Q4 		$2.28M Sell
17,786
-235
-1% -$28.4K 1.21% 23
2020
Q3 		$2.03M Buy
18,021
+123
+0.7% +$13.9K 1.21% 24
2020
Q2 		$1.94M Buy
17,898
+547
+3% +$58K 1.14% 27
2020
Q1 		$1.67M Buy
17,351
+3,563
+26% +$424K 1.2% 24
2019
Q4 		$1.79M Hold
13,788
– – 1.21% 23
2019
Q3 		$1.64M Buy
13,788
+8
+0.1% +$939 1.2% 25
2019
Q2 		$1.61M Buy
13,780
+240
+2% +$27.5K 1.15% 28
2019
Q1 		$1.53M Sell
13,540
-25
-0.2% -$2.75K 1.1% 29
2018
Q4 		$1.37M Hold
13,565
– – 1.16% 28
2018
Q3 		$3.16K Sell
13,565
-88
-0.6% -$10.1K 1.75% 17
2018
Q2 		$1.5M Sell
13,653
-1,250
-8% -$139K 1.12% 29
2018
Q1 		$1.63M Sell
14,903
-510
-3% -$58.3K 1.21% 27
2017
Q4 		$1.76M Buy
15,413
+60
+0.4% +$6.65K 1.31% 24
2017
Q3 		$1.66M Hold
15,353
– – 1.42% 23
2017
Q2 		$1.61M Hold
15,353
– – 1.46% 19
2017
Q1 		$1.6M Sell
15,353
-183
-1% -$19K 1.54% 18
2016
Q4 		$1.57M Sell
15,536
-1,600
-9% -$156K 1.54% 19
2016
Q3 		$1.63M Buy
17,136
+1,617
+10% +$154K 0.92% 38
2016
Q2 		$1.44M Buy
15,519
+1,847
+14% +$169K 1.44% 22
2016
Q1 		$1.21M Buy
13,672
+1,600
+13% +$137K 0.79% 42
2015
Q4 		$1.07M Sell
12,072
-29
-0.2% -$2.59K 1.29% 27
2015
Q3 		$1.02M Sell
12,101
-1,098
-8% -$98.2K 1.33% 22
2015
Q2 		$1.22M Buy
13,199
+4
+0% +$377 1.47% 16
2015
Q1 		$1.22M Buy
13,195
+5
+0% +$464 1.34% 18
2014
Q4 		$1.24M Buy
+13,190
New +$1.21M 1.42% 17

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Investment Partners's IVE Position: Q2 2026 in Review

Investment Partners increased its iShares S&P 500 Value ETF (IVE) stake by 0.39% in Q2 2026, buying an estimated $21.2K and bringing the position to 24,487 shares worth $5.56M. The position accounts for 1.74% of the portfolio, ranked #17.

Investment Partners first reported a position in IVE in Q4 2014 and has held it in 47 quarters since. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Investment Partners held 24,487 shares of iShares S&P 500 Value ETF worth $5.56M as of Q2 2026.
  • Investment Partners bought 95 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $21.2K.
  • iShares S&P 500 Value ETF made up 1.74% of Investment Partners's portfolio in Q2 2026, its #17 holding.
  • Investment Partners first reported a position in iShares S&P 500 Value ETF in Q4 2014 and has held it in 47 quarters since.
  • 1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Investment Partners's 13F filing for Q2 2026, filed 4 Aug 2026.