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

Rice Partnership’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	$82.7K	Sell	364 -76	-17%	-$17K	0.01%	140
2026 Q1	$92.9K	Buy	440 +65	+17%	+$14.1K	0.01%	132
2025 Q4	$79.5K	Sell	375 -7	-2%	-$1.47K	0.01%	135
2025 Q3	$78.9K	Buy	382 +90	+31%	+$18.1K	0.01%	137
2025 Q2	$57.1K	Hold	292	–	–	0.01%	136
2025 Q1	$55.6K	Hold	292	–	–	0.01%	120
2024 Q4	$55.7K	Hold	292	–	–	0.01%	129
2024 Q3	$57.6K	Hold	292	–	–	0.01%	128
2024 Q2	$53.1K	Hold	292	–	–	0.01%	120
2024 Q1	$54.5K	Hold	292	–	–	0.01%	109
2023 Q4	$50.8K	Hold	292	–	–	0.01%	105
2023 Q3	$44.9K	Hold	292	–	–	0.01%	110
2023 Q2	$47.1K	Hold	292	–	–	0.01%	115
2023 Q1	$44.3K	Hold	292	–	–	0.01%	104
2022 Q4	$42.4K	Hold	292	–	–	0.01%	100
2022 Q3	$38K	Hold	292	–	–	0.01%	108
2022 Q2	$40K	Hold	292	–	–	0.01%	103
2022 Q1	$45K	Hold	292	–	–	0.01%	117
2021 Q4	$46K	Hold	292	–	–	0.01%	117
2021 Q3	$42K	Hold	292	–	–	0.01%	113
2021 Q2	$43K	Hold	292	–	–	0.01%	110
2021 Q1	$41K	Hold	292	–	–	0.01%	99
2020 Q4	$37K	Hold	292	–	–	0.01%	102
2020 Q3	$33K	Hold	292	–	–	0.01%	84
2020 Q2	$32K	Hold	292	–	–	0.02%	76
2020 Q1	$28K	Hold	292	–	–	0.02%	81
2019 Q4	$38K	Hold	292	–	–	0.02%	86
2019 Q3	$35K	Hold	292	–	–	0.02%	87
2019 Q2	$34K	Buy	+292	New	+$33.5K	0.02%	88

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

Rice Partnership's IVE Position: Q2 2026 in Review

Rice Partnership reduced its iShares S&P 500 Value ETF (IVE) stake by 17% in Q2 2026, selling an estimated $17K and leaving 364 shares worth $82.7K. The position accounts for 0.01% of the portfolio, ranked #140.

Rice Partnership first reported a position in IVE in Q2 2019 and has held it in 29 quarters since. The position peaked at $92.9K in Q1 2026. 1,766 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Rice Partnership held 364 shares of iShares S&P 500 Value ETF worth $82.7K as of Q2 2026.
Rice Partnership sold 76 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $17K.
iShares S&P 500 Value ETF made up 0.01% of Rice Partnership's portfolio in Q2 2026, its #140 holding.
Rice Partnership first reported a position in iShares S&P 500 Value ETF in Q2 2019 and has held it in 29 quarters since.
Rice Partnership's iShares S&P 500 Value ETF position peaked at $92.9K in Q1 2026.
1,766 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Rice Partnership's 13F filing for Q2 2026, filed 29 Jul 2026.