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

Perfromance Wealth 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	$446K	Buy	1,966 +8	+0.4%	+$1.79K	0.01%	144
2026 Q1	$414K	Buy	1,958 +6	+0.3%	+$1.3K	0.01%	138
2025 Q4	$414K	Buy	1,952 +9	+0.5%	+$1.89K	0.01%	142
2025 Q3	$401K	Buy	1,943 +7	+0.4%	+$1.41K	0.01%	143
2025 Q2	$378K	Sell	1,936 -92	-5%	-$17.1K	0.01%	138
2025 Q1	$386K	Sell	2,028 -51	-2%	-$9.87K	0.01%	117
2024 Q4	$397K	Buy	2,079 +144	+7%	+$28.6K	0.01%	118
2024 Q3	$382K	Hold	1,935	–	–	0.01%	120
2024 Q2	$352K	Hold	1,935	–	–	0.01%	108
2024 Q1	$361K	Hold	1,935	–	–	0.02%	112
2023 Q4	$336K	Hold	1,935	–	–	0.01%	125
2023 Q3	$298K	Hold	1,935	–	–	0.01%	134
2023 Q2	$312K	Hold	1,935	–	–	0.01%	141
2023 Q1	$294K	Hold	1,935	–	–	0.02%	143
2022 Q4	$281K	Hold	1,935	–	–	0.02%	130
2022 Q3	$249K	Hold	1,935	–	–	0.01%	137
2022 Q2	$266K	Hold	1,935	–	–	0.02%	134
2022 Q1	$301K	Sell	1,935 -125	-6%	-$19.2K	0.01%	135
2021 Q4	$323K	Buy	+2,060	New	+$313K	0.01%	142

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Perfromance Wealth Partners increased its iShares S&P 500 Value ETF (IVE) stake by 0.41% in Q2 2026, buying an estimated $1.79K and bringing the position to 1,966 shares worth $446K. The position accounts for 0.01% of the portfolio, ranked #144.

Perfromance Wealth Partners first reported a position in IVE in Q4 2021 and has held it in 19 quarters since. 1,766 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Perfromance Wealth Partners held 1,966 shares of iShares S&P 500 Value ETF worth $446K as of Q2 2026.
Perfromance Wealth Partners bought 8 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $1.79K.
iShares S&P 500 Value ETF made up 0.01% of Perfromance Wealth Partners's portfolio in Q2 2026, its #144 holding.
Perfromance Wealth Partners first reported a position in iShares S&P 500 Value ETF in Q4 2021 and has held it in 19 quarters since.
1,766 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.