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

Kovitz Investment Group 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 		$806K Sell
3,550
-26
-0.7% -$5.81K 0.02% 338
2026
Q1 		$755K Buy
3,576
+197
+6% +$42.7K 0.02% 359
2025
Q4 		$717K Sell
3,379
-714,585
-100% -$150M 0.02% 351
2025
Q3 		$148M Buy
717,964
+3,583
+0.5% +$720K 0.58% 39
2025
Q2 		$140M Buy
714,381
+121,503
+20% +$22.6M 0.6% 40
2025
Q1 		$113M Buy
592,878
+1,069
+0.2% +$207K 0.57% 46
2024
Q4 		$113M Sell
591,809
-21,647
-4% -$4.29M 0.55% 48
2024
Q3 		$27.8M Buy
613,456
+136,769
+29% +$26M 0.2% 97
2024
Q2 		$86.8M Buy
476,687
+473,774
+16,264% +$86.3M 0.74% 38
2024
Q1 		$544K Buy
2,913
+711
+32% +$126K 0.01% 493
2023
Q4 		$383K Hold
2,202
– – 0.01% 346
2023
Q3 		$339K Sell
2,202
-312
-12% -$50.4K 0.01% 350
2023
Q2 		$405K Sell
2,514
-74,281
-97% -$11.4M 0.01% 355
2023
Q1 		$11.7M Sell
76,795
-7,260
-9% -$1.1M 0.2% 61
2022
Q4 		$12.2M Buy
84,055
+14,676
+21% +$2.1M 0.24% 59
2022
Q3 		$8.92M Sell
69,379
-516
-0.7% -$73.1K 0.21% 72
2022
Q2 		$9.61M Buy
69,895
+74
+0.1% +$10.9K 0.21% 73
2022
Q1 		$10.9M Buy
69,821
+5,215
+8% +$802K 0.21% 75
2021
Q4 		$8.27M Sell
64,606
-1,940
-3% -$295K 0.19% 78
2021
Q3 		$9.68M Buy
66,546
+165
+0.2% +$24.6K 0.19% 74
2021
Q2 		$9.8M Buy
66,381
+1,827
+3% +$269K 0.19% 78
2021
Q1 		$9.12M Sell
64,554
-51
-0.1% -$6.87K 0.21% 77
2020
Q4 		$8.27M Sell
64,605
-485
-0.7% -$58.7K 0.2% 77
2020
Q3 		$7.32M Sell
65,090
-507
-0.8% -$57.5K 0.2% 80
2020
Q2 		$7.1M Buy
65,597
+15,136
+30% +$1.61M 0.22% 73
2020
Q1 		$4.86M Buy
+50,461
New +$6M 0.18% 93

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Kovitz Investment Group Partners's IVE Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its iShares S&P 500 Value ETF (IVE) stake by 0.73% in Q2 2026, selling an estimated $5.81K and leaving 3,550 shares worth $806K. The position accounts for 0.02% of the portfolio, ranked #338.

Kovitz Investment Group Partners first reported a position in IVE in Q1 2020 and has held it in 26 quarters since. The position peaked at $148M in Q3 2025. 1,769 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Kovitz Investment Group Partners held 3,550 shares of iShares S&P 500 Value ETF worth $806K as of Q2 2026.
  • Kovitz Investment Group Partners sold 26 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $5.81K.
  • iShares S&P 500 Value ETF made up 0.02% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #338 holding.
  • Kovitz Investment Group Partners first reported a position in iShares S&P 500 Value ETF in Q1 2020 and has held it in 26 quarters since.
  • Kovitz Investment Group Partners's iShares S&P 500 Value ETF position peaked at $148M in Q3 2025.
  • 1,769 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.