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

IPG Investment Advisors’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 		$1.34M Buy
5,896
+802
+16% +$179K 0.19% 110
2026
Q1 		$1.08M Buy
5,094
+1,251
+33% +$271K 0.18% 111
2025
Q4 		$815K Sell
3,843
-55
-1% -$11.5K 0.14% 111
2025
Q3 		$805K Buy
3,898
+206
+6% +$41.4K 0.14% 102
2025
Q2 		$721K Buy
3,692
+358
+11% +$66.7K 0.14% 90
2025
Q1 		$635K Buy
3,334
+268
+9% +$51.9K 0.14% 89
2024
Q4 		$585K Sell
3,066
-25
-0.8% -$4.96K 0.13% 92
2024
Q3 		$609K Buy
3,091
+121
+4% +$23K 0.13% 93
2024
Q2 		$541K Sell
2,970
-2,087
-41% -$380K 0.12% 92
2024
Q1 		$945K Buy
5,057
+725
+17% +$129K 0.21% 68
2023
Q4 		$753K Hold
4,332
– – 0.15% 89
2023
Q3 		$666K Buy
4,332
+75
+2% +$12.1K 0.15% 88
2023
Q2 		$686K Buy
4,257
+849
+25% +$131K 0.15% 91
2023
Q1 		$517K Buy
3,408
+34
+1% +$5.14K 0.12% 90
2022
Q4 		$489K Buy
+3,374
New +$482K 0.14% 76

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

IPG Investment Advisors's IVE Position: Q2 2026 in Review

IPG Investment Advisors increased its iShares S&P 500 Value ETF (IVE) stake by 16% in Q2 2026, buying an estimated $179K and bringing the position to 5,896 shares worth $1.34M. The position accounts for 0.19% of the portfolio, ranked #110.

IPG Investment Advisors first reported a position in IVE in Q4 2022 and has held it in 15 quarters since. 1,764 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • IPG Investment Advisors held 5,896 shares of iShares S&P 500 Value ETF worth $1.34M as of Q2 2026.
  • IPG Investment Advisors bought 802 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $179K.
  • iShares S&P 500 Value ETF made up 0.19% of IPG Investment Advisors's portfolio in Q2 2026, its #110 holding.
  • IPG Investment Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,764 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on IPG Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.