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 Q3	$1.61M	Buy	7,040 +615	+10%	+$144K	0.73%	30
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%	+$100K	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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Semus Wealth Partners's IVE Position: Q3 2026 in Review

Semus Wealth Partners increased its iShares S&P 500 Value ETF (IVE) stake by 9.6% in Q3 2026, buying an estimated $144K and bringing the position to 7,040 shares worth $1.61M. The position accounts for 0.73% of the portfolio, ranked #30.

Semus Wealth Partners first reported a position in IVE in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.66M in Q4 2025. 1,270 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

Semus Wealth Partners held 7,040 shares of iShares S&P 500 Value ETF worth $1.61M as of Q3 2026.
Semus Wealth Partners bought 615 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $144K.
iShares S&P 500 Value ETF made up 0.73% of Semus Wealth Partners's portfolio in Q3 2026, its #30 holding.
Semus Wealth Partners first reported a position in iShares S&P 500 Value ETF in Q1 2024 and has held it in 11 quarters since.
Semus Wealth Partners's iShares S&P 500 Value ETF position peaked at $1.66M in Q4 2025.
1,270 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Semus Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.