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

Peachtree Investment 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 Q1	$12.4K	Hold	59	–	–	﹤0.01%	116
2025 Q4	$12.5K	Buy	59 +1	+2%	+$210	﹤0.01%	114
2025 Q3	$12.1K	Hold	58	–	–	﹤0.01%	114
2025 Q2	$11.4K	Hold	58	–	–	﹤0.01%	113
2025 Q1	$11K	Hold	58	–	–	﹤0.01%	111
2024 Q4	$11K	Buy	58 +1	+2%	+$198	﹤0.01%	97
2024 Q3	$11.3K	Hold	57	–	–	﹤0.01%	102
2024 Q2	$10.4K	Hold	57	–	–	﹤0.01%	91
2024 Q1	$10.6K	Hold	57	–	–	﹤0.01%	91
2023 Q4	$9.84K	Buy	57 +1	+2%	+$161	﹤0.01%	98
2023 Q3	$8.61K	Hold	56	–	–	﹤0.01%	96
2023 Q2	$9.03K	Hold	56	–	–	﹤0.01%	104
2023 Q1	$8.47K	Hold	56	–	–	0.01%	89
2022 Q4	$8.1K	Sell	56 -15	-21%	-$2.14K	﹤0.01%	93
2022 Q3	$9K	Hold	71	–	–	0.01%	89
2022 Q2	$10K	Hold	71	–	–	0.01%	93
2022 Q1	$11K	Hold	71	–	–	0.01%	97
2021 Q4	$11K	Hold	71	–	–	﹤0.01%	100
2021 Q3	$10K	Hold	71	–	–	﹤0.01%	89
2021 Q2	$10K	Hold	71	–	–	﹤0.01%	92
2021 Q1	$10K	Hold	71	–	–	0.01%	88
2020 Q4	$9K	Hold	71	–	–	0.01%	85
2020 Q3	$8K	Hold	71	–	–	0.01%	75
2020 Q2	$8K	Buy	71 +36	+103%	+$3.82K	0.01%	69
2020 Q1	$3K	Sell	35 -71	-67%	-$8.45K	﹤0.01%	67
2019 Q4	$14K	Buy	+106	New	+$13.2K	0.01%	80

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Peachtree Investment Partners's IVE Position: Q1 2026 in Review

Peachtree Investment Partners held its iShares S&P 500 Value ETF (IVE) position steady in Q1 2026 at 59 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #116.

Peachtree Investment Partners first reported a position in IVE in Q4 2019 and has held it in 26 quarters since. The position peaked at $14K in Q4 2019. 1,705 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

Peachtree Investment Partners held 59 shares of iShares S&P 500 Value ETF worth $12.4K as of Q1 2026.
Peachtree Investment Partners left its iShares S&P 500 Value ETF share count unchanged in Q1 2026.
iShares S&P 500 Value ETF made up ﹤0.01% of Peachtree Investment Partners's portfolio in Q1 2026, its #116 holding.
Peachtree Investment Partners first reported a position in iShares S&P 500 Value ETF in Q4 2019 and has held it in 26 quarters since.
Peachtree Investment Partners's iShares S&P 500 Value ETF position peaked at $14K in Q4 2019.
1,705 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Peachtree Investment Partners's 13F filing for Q1 2026, filed 8 May 2026.