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

Marietta 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 		$264K Hold
1,162
– – 0.05% 154
2026
Q1 		$245K Hold
1,162
– – 0.05% 150
2025
Q4 		$246K Sell
1,162
-549
-32% -$115K 0.05% 154
2025
Q3 		$353K Buy
+1,711
New +$344K 0.07% 144

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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Marietta Investment Partners's IVE Position: Q2 2026 in Review

Marietta Investment Partners held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 1,162 shares worth $264K. The position accounts for 0.05% of the portfolio, ranked #154.

Marietta Investment Partners first reported a position in IVE in Q3 2025 and has held it in 4 quarters since. The position peaked at $353K in Q3 2025. 1,630 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Marietta Investment Partners held 1,162 shares of iShares S&P 500 Value ETF worth $264K as of Q2 2026.
  • Marietta Investment Partners left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Value ETF made up 0.05% of Marietta Investment Partners's portfolio in Q2 2026, its #154 holding.
  • Marietta Investment Partners first reported a position in iShares S&P 500 Value ETF in Q3 2025 and has held it in 4 quarters since.
  • Marietta Investment Partners's iShares S&P 500 Value ETF position peaked at $353K in Q3 2025.
  • 1,630 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

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