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

ORG 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
2025 Q4	$3.21M	Buy	15,151 +6,800	+81%	+$1.43M	0.57%	36
2025 Q3	$1.82M	Buy	8,351 +3,277	+65%	+$658K	0.33%	65
2025 Q2	$1M	Buy	5,074 +4,055	+398%	+$755K	0.21%	99
2025 Q1	$194K	Buy	1,019 +429	+73%	+$83K	0.05%	288
2024 Q4	$113K	Sell	590 -92	-13%	-$18.2K	0.02%	403
2024 Q3	$134K	Sell	682 -149	-18%	-$28.3K	0.02%	336
2024 Q2	$150K	Buy	+831	New	+$151K	0.02%	487
2024 Q1	–	Sell	-14	Closed	-$2.47K	–	797
2023 Q4	$2.47K	Buy	+14	New	+$2.25K	﹤0.01%	937
2023 Q3	–	Sell	-943	Closed	-$152K	–	1488
2023 Q2	$152K	Buy	+943	New	+$145K	0.02%	423

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

ORG Partners's IVE Position: Q4 2025 in Review

ORG Partners increased its iShares S&P 500 Value ETF (IVE) stake by 81% in Q4 2025, buying an estimated $1.43M and bringing the position to 15,151 shares worth $3.21M. The position accounts for 0.57% of the portfolio, ranked #36.

ORG Partners first reported a position in IVE in Q2 2023 and has held it in 9 quarters since. 1,691 funds tracked by Wall St. Rank hold IVE as of Q4 2025.

ORG Partners held 15,151 shares of iShares S&P 500 Value ETF worth $3.21M as of Q4 2025.
ORG Partners bought 6,800 iShares S&P 500 Value ETF shares in Q4 2025, an estimated $1.43M.
iShares S&P 500 Value ETF made up 0.57% of ORG Partners's portfolio in Q4 2025, its #36 holding.
ORG Partners first reported a position in iShares S&P 500 Value ETF in Q2 2023 and has held it in 9 quarters since.
1,691 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.