One Advisory Partners’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
One Advisory Partners's IVE Position: Q3 2026 in Review
One Advisory Partners reduced its iShares S&P 500 Value ETF (IVE) stake by 93% in Q3 2026, selling an estimated $16.6M and leaving 5,227 shares worth $1.19M. The position accounts for 0.32% of the portfolio, ranked #35.
One Advisory Partners first reported a position in IVE in Q2 2022 and has held it in 12 quarters since. The position peaked at $22.2M in Q4 2025. 609 funds tracked by Wall St. Rank hold IVE as of Q3 2026.
- One Advisory Partners held 5,227 shares of iShares S&P 500 Value ETF worth $1.19M as of Q3 2026.
- One Advisory Partners sold 71,235 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $16.6M.
- iShares S&P 500 Value ETF made up 0.32% of One Advisory Partners's portfolio in Q3 2026, its #35 holding.
- One Advisory Partners first reported a position in iShares S&P 500 Value ETF in Q2 2022 and has held it in 12 quarters since.
- One Advisory Partners's iShares S&P 500 Value ETF position peaked at $22.2M in Q4 2025.
- 609 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.
Based on One Advisory Partners's 13F filing for Q3 2026, filed 22 Oct 2026.