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

Riverwater 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
-988
Closed -$210K – 223
2025
Q4 		$210K Hold
988
– – 0.08% 204
2025
Q3 		$204K Buy
+988
New +$198K 0.08% 211
2025
Q2 		– Sell
-1,484
Closed -$283K – 211
2025
Q1 		$283K Hold
1,484
– – 0.15% 163
2024
Q4 		$283K Sell
1,484
-76
-5% -$15.1K 0.14% 177
2024
Q3 		$306K Hold
1,560
– – 0.15% 165
2024
Q2 		$284K Sell
1,560
-135
-8% -$24.6K 0.21% 146
2024
Q1 		$317K Hold
1,695
– – 0.23% 136
2023
Q4 		$295K Sell
1,695
-389
-19% -$62.5K 0.23% 138
2023
Q3 		$321K Buy
+2,084
New +$337K 0.29% 119

Other funds holding IVE

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

Riverwater Partners's IVE Position: Q1 2026 in Review

Riverwater Partners sold out of iShares S&P 500 Value ETF (IVE) in Q1 2026, closing a stake of 988 shares — an estimated $210K sold.

Riverwater Partners first reported a position in IVE in Q3 2023 and held it in 9 quarters. The position peaked at $321K in Q3 2023. 1,707 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

  • Riverwater Partners reported no remaining iShares S&P 500 Value ETF position as of Q1 2026 after selling out during the quarter.
  • Riverwater Partners sold 988 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $210K.
  • Riverwater Partners first reported a position in iShares S&P 500 Value ETF in Q3 2023 and held it in 9 quarters.
  • Riverwater Partners's iShares S&P 500 Value ETF position peaked at $321K in Q3 2023.
  • 1,707 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

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