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

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 		$2.88M Buy
12,682
+784
+7% +$175K 2.82% 7
2026
Q1 		$2.51M Buy
11,898
+161
+1% +$34.9K 2.59% 7
2025
Q4 		$2.49M Sell
11,737
-90
-0.8% -$18.9K 2.6% 8
2025
Q3 		$2.44M Buy
11,827
+107
+0.9% +$21.5K 2.41% 8
2025
Q2 		$2.23M Hold
11,720
– – 2.54% 7
2025
Q1 		$2.23M Buy
11,720
+280
+2% +$54.2K 2.53% 7
2024
Q4 		$2.18M Buy
+11,440
New +$2.27M 2.48% 8

Other funds holding IVE

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

Partners Wealth Management increased its iShares S&P 500 Value ETF (IVE) stake by 6.6% in Q2 2026, buying an estimated $175K and bringing the position to 12,682 shares worth $2.88M. The position accounts for 2.82% of the portfolio, ranked #7.

Partners Wealth Management first reported a position in IVE in Q4 2024 and has held it in 7 quarters since. 555 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Partners Wealth Management held 12,682 shares of iShares S&P 500 Value ETF worth $2.88M as of Q2 2026.
  • Partners Wealth Management bought 784 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $175K.
  • iShares S&P 500 Value ETF made up 2.82% of Partners Wealth Management's portfolio in Q2 2026, its #7 holding.
  • Partners Wealth Management first reported a position in iShares S&P 500 Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 555 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Partners Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.