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 Q2	$1.46M	Sell	6,425 -963	-13%	-$215K	0.71%	33
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 $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

Semus Wealth Partners's IVE Position: Q2 2026 in Review

Semus Wealth Partners reduced its iShares S&P 500 Value ETF (IVE) stake by 13% in Q2 2026, selling an estimated $215K and leaving 6,425 shares worth $1.46M. The position accounts for 0.71% of the portfolio, ranked #33.

Semus Wealth Partners first reported a position in IVE in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.66M in Q4 2025. 1,767 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Semus Wealth Partners held 6,425 shares of iShares S&P 500 Value ETF worth $1.46M as of Q2 2026.
Semus Wealth Partners sold 963 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $215K.
iShares S&P 500 Value ETF made up 0.71% of Semus Wealth Partners's portfolio in Q2 2026, its #33 holding.
Semus Wealth Partners first reported a position in iShares S&P 500 Value ETF in Q1 2024 and has held it in 10 quarters since.
Semus Wealth Partners's iShares S&P 500 Value ETF position peaked at $1.66M in Q4 2025.
1,767 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Semus Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.