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

Premier Path 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
Q1 		– Sell
-1,018
Closed -$216K – 405
2025
Q4 		$216K Buy
+1,018
New +$213K 0.03% 384

Other funds holding IVE

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Premier Path Wealth Partners's IVE Position: Q1 2026 in Review

Premier Path Wealth Partners sold out of iShares S&P 500 Value ETF (IVE) in Q1 2026, closing a stake of 1,018 shares — an estimated $216K sold.

Premier Path Wealth Partners first reported a position in IVE in Q4 2025 and held it in 1 quarter. The position peaked at $216K in Q4 2025. 1,704 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

  • Premier Path Wealth Partners reported no remaining iShares S&P 500 Value ETF position as of Q1 2026 after selling out during the quarter.
  • Premier Path Wealth Partners sold 1,018 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $216K.
  • Premier Path Wealth Partners first reported a position in iShares S&P 500 Value ETF in Q4 2025 and held it in 1 quarter.
  • Premier Path Wealth Partners's iShares S&P 500 Value ETF position peaked at $216K in Q4 2025.
  • 1,704 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.