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

ShoreHaven 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	$419K	Sell	1,845 -50	-3%	-$11.2K	0.13%	75
2026 Q1	$400K	Sell	1,895 -158	-8%	-$34.2K	0.14%	75
2025 Q4	$435K	Buy	2,053 +186	+10%	+$39K	0.16%	74
2025 Q3	$386K	Hold	1,867	–	–	0.14%	74
2025 Q2	$365K	Hold	1,867	–	–	0.15%	71
2025 Q1	$356K	Hold	1,867	–	–	0.17%	66
2024 Q4	$356K	Hold	1,867	–	–	0.17%	66
2024 Q3	$368K	Sell	1,867 -1	-0.1%	-$190	0.18%	62
2024 Q2	$340K	Sell	1,868 -13	-0.7%	-$2.37K	0.18%	61
2024 Q1	$351K	Hold	1,881	–	–	0.19%	60
2023 Q4	$327K	Hold	1,881	–	–	0.2%	59
2023 Q3	$289K	Hold	1,881	–	–	0.2%	57
2023 Q2	$303K	Sell	1,881 -60	-3%	-$9.23K	0.2%	54
2023 Q1	$295K	Sell	1,941 -679	-26%	-$103K	0.21%	60
2022 Q4	$380K	Sell	2,620 -280	-10%	-$40K	0.27%	60
2022 Q3	$372K	Sell	2,900 -3,301	-53%	-$468K	0.28%	52
2022 Q2	$852K	Buy	+6,201	New	+$915K	0.61%	40
2021 Q2	–	Sell	-1,871	Closed	-$264K	–	153
2021 Q1	$264K	Sell	1,871 -863	-32%	-$116K	0.14%	46
2020 Q4	$350K	Buy	+2,734	New	+$331K	0.2%	41

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

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

ShoreHaven Wealth Partners reduced its iShares S&P 500 Value ETF (IVE) stake by 2.6% in Q2 2026, selling an estimated $11.2K and leaving 1,845 shares worth $419K. The position accounts for 0.13% of the portfolio, ranked #75.

ShoreHaven Wealth Partners first reported a position in IVE in Q4 2020 and has held it in 19 quarters since. The position peaked at $852K in Q2 2022. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

ShoreHaven Wealth Partners held 1,845 shares of iShares S&P 500 Value ETF worth $419K as of Q2 2026.
ShoreHaven Wealth Partners sold 50 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $11.2K.
iShares S&P 500 Value ETF made up 0.13% of ShoreHaven Wealth Partners's portfolio in Q2 2026, its #75 holding.
ShoreHaven Wealth Partners first reported a position in iShares S&P 500 Value ETF in Q4 2020 and has held it in 19 quarters since.
ShoreHaven Wealth Partners's iShares S&P 500 Value ETF position peaked at $852K in Q2 2022.
1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.