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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$254K Sell
1,119
-107
-9% -$23.9K 0.12% 163
2026
Q1
$259K Sell
1,226
-171
-12% -$37K 0.14% 150
2025
Q4
$296K Buy
+1,397
New +$293K 0.16% 132

Other funds holding IVE

Signature Equity Partners's IVE Position: Q2 2026 in Review

Signature Equity Partners reduced its iShares S&P 500 Value ETF (IVE) stake by 8.7% in Q2 2026, selling an estimated $23.9K and leaving 1,119 shares worth $254K. The position accounts for 0.12% of the portfolio, ranked #163.

Signature Equity Partners first reported a position in IVE in Q4 2025 and has held it in 3 quarters since. The position peaked at $296K in Q4 2025. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Signature Equity Partners held 1,119 shares of iShares S&P 500 Value ETF worth $254K as of Q2 2026.
  • Signature Equity Partners sold 107 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $23.9K.
  • iShares S&P 500 Value ETF made up 0.12% of Signature Equity Partners's portfolio in Q2 2026, its #163 holding.
  • Signature Equity Partners first reported a position in iShares S&P 500 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Signature Equity Partners's iShares S&P 500 Value ETF position peaked at $296K in Q4 2025.
  • 1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Signature Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.