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

Partners Capital Investment Group’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 		$1.22M Buy
5,373
+21
+0.4% +$4.69K 0.04% 108
2026
Q1 		$1.13M Buy
5,352
+20
+0.4% +$4.33K 0.04% 114
2025
Q4 		$1.13M Buy
5,332
+971
+22% +$203K 0.04% 107
2025
Q3 		$901K Buy
+4,361
New +$876K 0.04% 108
2025
Q2 		– Sell
-27,446
Closed -$5.23M – 174
2025
Q1 		$5.23M Buy
27,446
+13,777
+101% +$2.67M 0.09% 93
2024
Q4 		$2.61M Sell
13,669
-13,518
-50% -$2.68M 0.07% 88
2024
Q3 		$5.36M Buy
27,187
+157
+0.6% +$29.8K 0.09% 91
2024
Q2 		$4.92M Buy
27,030
+13,578
+101% +$2.47M 0.08% 100
2024
Q1 		$2.51M Sell
13,452
-13,330
-50% -$2.37M 0.07% 106
2023
Q4 		$4.66M Buy
26,782
+268
+1% +$43.1K 0.1% 100
2023
Q3 		$4.08M Hold
26,514
– – 0.1% 103
2023
Q2 		$4.27M Buy
26,514
+13,302
+101% +$2.05M 0.09% 109
2023
Q1 		$2.01M Sell
13,212
-3,090
-19% -$467K 0.09% 92
2022
Q4 		$2.36M Buy
16,302
+207
+1% +$29.6K 0.11% 87
2022
Q3 		$2.07M Buy
16,095
+1,428
+10% +$202K 0.12% 88
2022
Q2 		$2.02M Buy
14,667
+3,494
+31% +$516K 0.14% 84
2022
Q1 		$1.74M Buy
+11,173
New +$1.72M 0.09% 92

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

Partners Capital Investment Group's IVE Position: Q2 2026 in Review

Partners Capital Investment Group increased its iShares S&P 500 Value ETF (IVE) stake by 0.39% in Q2 2026, buying an estimated $4.69K and bringing the position to 5,373 shares worth $1.22M. The position accounts for 0.04% of the portfolio, ranked #108.

Partners Capital Investment Group first reported a position in IVE in Q1 2022 and has held it in 17 quarters since. The position peaked at $5.36M in Q3 2024. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Partners Capital Investment Group held 5,373 shares of iShares S&P 500 Value ETF worth $1.22M as of Q2 2026.
  • Partners Capital Investment Group bought 21 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $4.69K.
  • iShares S&P 500 Value ETF made up 0.04% of Partners Capital Investment Group's portfolio in Q2 2026, its #108 holding.
  • Partners Capital Investment Group first reported a position in iShares S&P 500 Value ETF in Q1 2022 and has held it in 17 quarters since.
  • Partners Capital Investment Group's iShares S&P 500 Value ETF position peaked at $5.36M in Q3 2024.
  • 1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

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