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

Precedent 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 Q3	$262K	Buy	+1,149	New	+$268K	0.04%	182

Other funds holding IVE

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Precedent Wealth Partners's IVE Position: Q3 2026 in Review

Precedent Wealth Partners opened a new position in iShares S&P 500 Value ETF (IVE) in Q3 2026: 1,149 shares worth $262K. The stake represents 0.04% of the portfolio and ranks #182 among its holdings.

1,578 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

Precedent Wealth Partners held 1,149 shares of iShares S&P 500 Value ETF worth $262K as of Q3 2026.
iShares S&P 500 Value ETF was a new Precedent Wealth Partners position in Q3 2026.
iShares S&P 500 Value ETF made up 0.04% of Precedent Wealth Partners's portfolio in Q3 2026, its #182 holding.
1,578 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.