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

Partners in Financial Planning’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
Q1 		$287K Sell
1,361
-12
-0.9% -$2.6K 0.05% 104
2025
Q4 		$291K Buy
1,373
+1
+0.1% +$210 0.05% 98
2025
Q3 		$283K Buy
1,372
+3
+0.2% +$603 0.05% 97
2025
Q2 		$267K Buy
1,369
+4
+0.3% +$745 0.05% 94
2025
Q1 		$260K Sell
1,365
-31
-2% -$6K 0.05% 91
2024
Q4 		$267K Sell
1,396
-348
-20% -$69K 0.05% 91
2024
Q3 		$344K Sell
1,744
-22
-1% -$4.18K 0.07% 82
2024
Q2 		$321K Sell
1,766
-78
-4% -$14.2K 0.07% 85
2024
Q1 		$345K Buy
1,844
+562
+44% +$99.9K 0.08% 78
2023
Q4 		$223K Sell
1,282
-568
-31% -$91.3K 0.05% 97
2023
Q3 		$285K Sell
1,850
-12
-0.6% -$1.94K 0.07% 81
2023
Q2 		$300K Buy
1,862
+42
+2% +$6.46K 0.08% 78
2023
Q1 		$276K Buy
1,820
+3
+0.2% +$453 0.07% 78
2022
Q4 		$265K Buy
1,817
+4
+0.2% +$571 0.07% 81
2022
Q3 		$268K Buy
1,813
+5
+0.3% +$708 0.08% 80
2022
Q2 		$263K Buy
1,808
+3
+0.2% +$443 0.08% 83
2022
Q1 		$276K Buy
1,805
+3
+0.2% +$462 0.09% 76
2021
Q4 		$277K Buy
1,802
+3
+0.2% +$456 0.08% 79
2021
Q3 		$262K Sell
1,799
-14
-0.8% -$2.09K 0.08% 80
2021
Q2 		$268K Buy
+1,813
New +$267K 0.08% 76

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 $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Partners in Financial Planning's IVE Position: Q1 2026 in Review

Partners in Financial Planning reduced its iShares S&P 500 Value ETF (IVE) stake by 0.87% in Q1 2026, selling an estimated $2.6K and leaving 1,361 shares worth $287K. The position accounts for 0.05% of the portfolio, ranked #104.

Partners in Financial Planning first reported a position in IVE in Q2 2021 and has held it in 20 quarters since. The position peaked at $345K in Q1 2024. 1,711 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

  • Partners in Financial Planning held 1,361 shares of iShares S&P 500 Value ETF worth $287K as of Q1 2026.
  • Partners in Financial Planning sold 12 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $2.6K.
  • iShares S&P 500 Value ETF made up 0.05% of Partners in Financial Planning's portfolio in Q1 2026, its #104 holding.
  • Partners in Financial Planning first reported a position in iShares S&P 500 Value ETF in Q2 2021 and has held it in 20 quarters since.
  • Partners in Financial Planning's iShares S&P 500 Value ETF position peaked at $345K in Q1 2024.
  • 1,711 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Partners in Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.