Oxinas Partners Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Oxinas Partners Wealth Management’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	$1.17M	Buy	5,171 +451	+10%	+$101K	0.46%	50
2026 Q1	$997K	Buy	4,720 +863	+22%	+$187K	0.46%	52
2025 Q4	$818K	Sell	3,857 -4,137	-52%	-$867K	0.39%	57
2025 Q3	$1.65M	Sell	7,994 -88	-1%	-$17.7K	0.88%	29
2025 Q2	$1.58M	Buy	8,082 +918	+13%	+$171K	0.81%	35
2025 Q1	$1.37M	Buy	7,164 +372	+5%	+$72K	0.81%	33
2024 Q4	$1.3M	Buy	6,792 +62	+0.9%	+$12.3K	0.76%	34
2024 Q3	$1.33M	Buy	+6,730	New	+$1.28M	0.81%	38
2024 Q1	–	Sell	-6,529	Closed	-$1.14M	–	130
2023 Q4	$1.14M	Buy	6,529 +71	+1%	+$11.4K	0.81%	36
2023 Q3	$993K	Sell	6,458 -241	-4%	-$39K	0.74%	36
2023 Q2	$1.08M	Buy	6,699 +85	+1%	+$13.1K	0.71%	36
2023 Q1	$1M	Buy	+6,614	New	+$999K	0.72%	38
2022 Q4	–	Sell	-6,952	Closed	-$893K	–	100
2022 Q3	$893K	Sell	6,952 -109	-2%	-$15.4K	0.74%	37
2022 Q2	$971K	Buy	7,061 +158	+2%	+$23.3K	0.74%	36
2022 Q1	$1.07M	Buy	+6,903	New	+$1.06M	0.67%	37

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

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

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

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

Oxinas Partners Wealth Management's IVE Position: Q2 2026 in Review

Oxinas Partners Wealth Management increased its iShares S&P 500 Value ETF (IVE) stake by 9.6% in Q2 2026, buying an estimated $101K and bringing the position to 5,171 shares worth $1.17M. The position accounts for 0.46% of the portfolio, ranked #50.

Oxinas Partners Wealth Management first reported a position in IVE in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.65M in Q3 2025. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Oxinas Partners Wealth Management held 5,171 shares of iShares S&P 500 Value ETF worth $1.17M as of Q2 2026.
Oxinas Partners Wealth Management bought 451 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $101K.
iShares S&P 500 Value ETF made up 0.46% of Oxinas Partners Wealth Management's portfolio in Q2 2026, its #50 holding.
Oxinas Partners Wealth Management first reported a position in iShares S&P 500 Value ETF in Q1 2022 and has held it in 15 quarters since.
Oxinas Partners Wealth Management's iShares S&P 500 Value ETF position peaked at $1.65M in Q3 2025.
1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Oxinas Partners Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.