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

Semus 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	$1.56M	Sell	7,388 -451	-6%	-$97.7K	0.87%	29
2025 Q4	$1.66M	Buy	7,839 +2,306	+42%	+$483K	0.9%	27
2025 Q3	$1.14M	Buy	5,533 +914	+20%	+$184K	0.65%	36
2025 Q2	$903K	Buy	4,619 +768	+20%	+$143K	0.59%	40
2025 Q1	$734K	Buy	3,851 +1,158	+43%	+$224K	0.51%	44
2024 Q4	$514K	Buy	2,693 +341	+14%	+$67.6K	0.34%	50
2024 Q3	$464K	Buy	2,352 +524	+29%	+$99.5K	0.32%	59
2024 Q2	$333K	Buy	1,828 +173	+10%	+$31.5K	0.26%	75
2024 Q1	$309K	Buy	+1,655	New	+$294K	0.26%	87

Other funds holding IVE

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Semus Wealth Partners's IVE Position: Q1 2026 in Review

Semus Wealth Partners reduced its iShares S&P 500 Value ETF (IVE) stake by 5.8% in Q1 2026, selling an estimated $97.7K and leaving 7,388 shares worth $1.56M. The position accounts for 0.87% of the portfolio, ranked #29.

Semus Wealth Partners first reported a position in IVE in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.66M in Q4 2025. 1,706 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

Semus Wealth Partners held 7,388 shares of iShares S&P 500 Value ETF worth $1.56M as of Q1 2026.
Semus Wealth Partners sold 451 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $97.7K.
iShares S&P 500 Value ETF made up 0.87% of Semus Wealth Partners's portfolio in Q1 2026, its #29 holding.
Semus Wealth Partners first reported a position in iShares S&P 500 Value ETF in Q1 2024 and has held it in 9 quarters since.
Semus Wealth Partners's iShares S&P 500 Value ETF position peaked at $1.66M in Q4 2025.
1,706 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Semus Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.