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

NorthLanding Financial 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 		$2.66M Buy
11,716
+2,643
+29% +$590K 1.84% 10
2026
Q1 		$1.92M Sell
9,073
-313
-3% -$67.8K 1.54% 9
2025
Q4 		$1.99M Sell
9,386
-296
-3% -$62K 1.6% 11
2025
Q3 		$2M Buy
9,682
+13
+0.1% +$2.61K 1.67% 11
2025
Q2 		$1.89M Buy
9,669
+19
+0.2% +$3.54K 1.67% 11
2025
Q1 		$1.84M Sell
9,650
-168
-2% -$32.5K 1.81% 12
2024
Q4 		$1.87M Buy
9,818
+6
+0.1% +$1.19K 1.89% 12
2024
Q3 		$1.93M Sell
9,812
-54
-0.5% -$10.3K 1.91% 12
2024
Q2 		$1.8M Sell
9,866
-107
-1% -$19.5K 1.91% 13
2024
Q1 		$1.86M Sell
9,973
-314
-3% -$55.8K 2.03% 13
2023
Q4 		$1.79M Buy
10,287
+480
+5% +$77.1K 2.12% 13
2023
Q3 		$1.51M Buy
9,807
+249
+3% +$40.2K 1.93% 13
2023
Q2 		$1.54M Sell
9,558
-7,741
-45% -$1.19M 2.01% 13
2023
Q1 		$2.63M Sell
17,299
-551
-3% -$83.3K 1.85% 13
2022
Q4 		$2.59M Buy
17,850
+69
+0.4% +$9.85K 1.86% 14
2022
Q3 		$2.29M Buy
+17,781
New +$2.52M 1.81% 14

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

NorthLanding Financial Partners's IVE Position: Q2 2026 in Review

NorthLanding Financial Partners increased its iShares S&P 500 Value ETF (IVE) stake by 29% in Q2 2026, buying an estimated $590K and bringing the position to 11,716 shares worth $2.66M. The position accounts for 1.84% of the portfolio, ranked #10.

NorthLanding Financial Partners first reported a position in IVE in Q3 2022 and has held it in 16 quarters since. 1,766 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • NorthLanding Financial Partners held 11,716 shares of iShares S&P 500 Value ETF worth $2.66M as of Q2 2026.
  • NorthLanding Financial Partners bought 2,643 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $590K.
  • iShares S&P 500 Value ETF made up 1.84% of NorthLanding Financial Partners's portfolio in Q2 2026, its #10 holding.
  • NorthLanding Financial Partners first reported a position in iShares S&P 500 Value ETF in Q3 2022 and has held it in 16 quarters since.
  • 1,766 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on NorthLanding Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.