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

Patten & Patten’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 		$238K Hold
1,048
– – 0.01% 327
2026
Q1 		$221K Hold
1,048
– – 0.01% 326
2025
Q4 		$222K Buy
1,048
+48
+5% +$10.1K 0.01% 327
2025
Q3 		$207K Sell
1,000
-168
-14% -$33.7K 0.01% 341
2025
Q2 		$228K Sell
1,168
-22
-2% -$4.1K 0.01% 296
2025
Q1 		$227K Hold
1,190
– – 0.02% 298
2024
Q4 		$227K Sell
1,190
-4
-0.3% -$793 0.02% 293
2024
Q3 		$235K Sell
1,194
-10
-0.8% -$1.9K 0.02% 288
2024
Q2 		$219K Buy
1,204
+4
+0.3% +$729 0.02% 289
2024
Q1 		$224K Hold
1,200
– – 0.02% 290
2023
Q4 		$209K Buy
+1,200
New +$193K 0.02% 274

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

Patten & Patten's IVE Position: Q2 2026 in Review

Patten & Patten held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 1,048 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #327.

Patten & Patten first reported a position in IVE in Q4 2023 and has held it in 11 quarters since. 1,766 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Patten & Patten held 1,048 shares of iShares S&P 500 Value ETF worth $238K as of Q2 2026.
  • Patten & Patten left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Value ETF made up 0.01% of Patten & Patten's portfolio in Q2 2026, its #327 holding.
  • Patten & Patten first reported a position in iShares S&P 500 Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,766 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Patten & Patten's 13F filing for Q2 2026, filed 5 Aug 2026.