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

KMG Fiduciary 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 		$305K Sell
1,343
-34,490
-96% -$7.7M 0.03% 179
2026
Q1 		$7.57M Sell
35,833
-22,967
-39% -$4.97M 0.56% 49
2025
Q4 		$12.5M Sell
58,800
-11,407
-16% -$2.39M 0.89% 23
2025
Q3 		$14.5M Buy
70,207
+139
+0.2% +$27.9K 0.97% 21
2025
Q2 		$13.7M Buy
70,068
+494
+0.7% +$92K 1.01% 21
2025
Q1 		$13.3M Sell
69,574
-575
-0.8% -$111K 1.1% 21
2024
Q4 		$13.4M Buy
70,149
+119
+0.2% +$23.6K 1.11% 19
2024
Q3 		$13.8M Sell
70,030
-2,929
-4% -$556K 1.19% 16
2024
Q2 		$13.3M Buy
72,959
+121
+0.2% +$22K 1.31% 14
2024
Q1 		$13.6M Buy
72,838
+1,057
+1% +$188K 1.41% 15
2023
Q4 		$12.5M Buy
71,781
+59,652
+492% +$9.59M 1.45% 14
2023
Q3 		$1.87M Sell
12,129
-123
-1% -$19.9K 0.25% 95
2023
Q2 		$1.97M Buy
12,252
+10,909
+812% +$1.68M 0.26% 96
2023
Q1 		$204K Sell
1,343
-22,404
-94% -$3.39M 0.03% 223
2022
Q4 		$3.44M Buy
+23,747
New +$3.39M 0.57% 57

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

KMG Fiduciary Partners's IVE Position: Q2 2026 in Review

KMG Fiduciary Partners reduced its iShares S&P 500 Value ETF (IVE) stake by 96% in Q2 2026, selling an estimated $7.7M and leaving 1,343 shares worth $305K. The position accounts for 0.03% of the portfolio, ranked #179.

KMG Fiduciary Partners first reported a position in IVE in Q4 2022 and has held it in 15 quarters since. The position peaked at $14.5M in Q3 2025. 1,769 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • KMG Fiduciary Partners held 1,343 shares of iShares S&P 500 Value ETF worth $305K as of Q2 2026.
  • KMG Fiduciary Partners sold 34,490 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $7.7M.
  • iShares S&P 500 Value ETF made up 0.03% of KMG Fiduciary Partners's portfolio in Q2 2026, its #179 holding.
  • KMG Fiduciary Partners first reported a position in iShares S&P 500 Value ETF in Q4 2022 and has held it in 15 quarters since.
  • KMG Fiduciary Partners's iShares S&P 500 Value ETF position peaked at $14.5M in Q3 2025.
  • 1,769 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.