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

&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
2026
Q2 		$45M Sell
197,652
-2,493
-1% -$557K 0.18% 107
2026
Q1 		$42.3M Buy
200,145
+16,444
+9% +$3.56M 0.21% 98
2025
Q4 		$39.1M Buy
183,701
+46,381
+34% +$9.72M 0.2% 101
2025
Q3 		$28.4M Buy
137,320
+17,368
+14% +$3.49M 0.18% 112
2025
Q2 		$23.5M Buy
119,952
+44,442
+59% +$8.28M 0.18% 120
2025
Q1 		$14.3M Buy
75,510
+14,757
+24% +$2.86M 0.15% 135
2024
Q4 		$11.6M Buy
60,753
+10,721
+21% +$2.13M 0.14% 144
2024
Q3 		$9.92M Buy
50,032
+18,185
+57% +$3.45M 0.19% 119
2024
Q2 		$5.8M Buy
31,847
+30,032
+1,655% +$5.47M 0.25% 90
2024
Q1 		$339K Buy
+1,815
New +$323K 0.05% 339

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's IVE Position: Q2 2026 in Review

&Partners reduced its iShares S&P 500 Value ETF (IVE) stake by 1.2% in Q2 2026, selling an estimated $557K and leaving 197,652 shares worth $45M. The position accounts for 0.18% of the portfolio, ranked #107.

&Partners first reported a position in IVE in Q1 2024 and has held it in 10 quarters since. 1,766 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • &Partners held 197,652 shares of iShares S&P 500 Value ETF worth $45M as of Q2 2026.
  • &Partners sold 2,493 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $557K.
  • iShares S&P 500 Value ETF made up 0.18% of &Partners's portfolio in Q2 2026, its #107 holding.
  • &Partners first reported a position in iShares S&P 500 Value ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,766 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.