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

Signature Wealth Management 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 		$22.4M Buy
98,481
+1,663
+2% +$371K 10.43% 1
2026
Q1 		$20.4M Sell
96,818
-204
-0.2% -$44.2K 10.25% 1
2025
Q4 		$20.6M Buy
97,022
+2,035
+2% +$426K 10.17% 1
2025
Q3 		$19.6M Buy
94,987
+404
+0.4% +$81.1K 10.27% 1
2025
Q2 		$18.5M Buy
94,583
+10,353
+12% +$1.93M 10.56% 1
2025
Q1 		$16.1M Buy
84,230
+18,750
+29% +$3.63M 10.51% 1
2024
Q4 		$12.5M Buy
65,480
+5,025
+8% +$997K 8.58% 2
2024
Q3 		$11.9M Buy
60,455
+2,095
+4% +$398K 8.63% 2
2024
Q2 		$10.6M Buy
58,360
+2,855
+5% +$520K 8.07% 2
2024
Q1 		$10.4M Buy
55,505
+3,201
+6% +$569K 8.44% 1
2023
Q4 		$9.1M Buy
52,304
+2,080
+4% +$334K 7.96% 2
2023
Q3 		$7.73M Buy
50,224
+2,413
+5% +$390K 7.56% 2
2023
Q2 		$7.71M Buy
47,811
+4,044
+9% +$622K 7.14% 2
2023
Q1 		$6.64M Sell
43,767
-891
-2% -$135K 6.16% 3
2022
Q4 		$6.48M Buy
44,658
+2,674
+6% +$382K 6.38% 2
2022
Q3 		$5.4M Buy
41,984
+556
+1% +$78.8K 5.94% 3
2022
Q2 		$5.7M Buy
41,428
+1,025
+3% +$151K 5.83% 3
2022
Q1 		$6.29M Buy
40,403
+35
+0.1% +$5.39K 5.36% 3
2021
Q4 		$6.32M Sell
40,368
-874
-2% -$133K 5.36% 3
2021
Q3 		$6M Buy
41,242
+550
+1% +$82K 5.44% 3
2021
Q2 		$6.01M Buy
40,692
+1,554
+4% +$229K 5.46% 3
2021
Q1 		$5.53M Buy
39,138
+1,047
+3% +$141K 5.3% 3
2020
Q4 		$4.88M Buy
+38,091
New +$4.61M 4.87% 4

Other funds holding IVE

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return

Signature Wealth Management Partners's IVE Position: Q2 2026 in Review

Signature Wealth Management Partners increased its iShares S&P 500 Value ETF (IVE) stake by 1.7% in Q2 2026, buying an estimated $371K and bringing the position to 98,481 shares worth $22.4M. The position accounts for 10.43% of the portfolio, ranked #1.

Signature Wealth Management Partners first reported a position in IVE in Q4 2020 and has held it in 23 quarters since. 911 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Signature Wealth Management Partners held 98,481 shares of iShares S&P 500 Value ETF worth $22.4M as of Q2 2026.
  • Signature Wealth Management Partners bought 1,663 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $371K.
  • iShares S&P 500 Value ETF made up 10.43% of Signature Wealth Management Partners's portfolio in Q2 2026, its #1 holding.
  • Signature Wealth Management Partners first reported a position in iShares S&P 500 Value ETF in Q4 2020 and has held it in 23 quarters since.
  • 911 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Signature Wealth Management Partners's 13F filing for Q2 2026, filed 29 Jul 2026.