SWP
IVE icon

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

SIMA 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 		$3.44M Sell
15,138
-1,068
-7% -$239K 2.44% 12
2026
Q1 		$3.42M Sell
16,206
-331
-2% -$71.7K 2.61% 12
2025
Q4 		$3.51M Sell
16,537
-363
-2% -$76.1K 2.67% 13
2025
Q3 		$3.49M Sell
16,900
-280
-2% -$56.2K 2.67% 13
2025
Q2 		$3.36M Sell
17,180
-250
-1% -$46.6K 2.71% 13
2025
Q1 		$3.32M Sell
17,430
-218
-1% -$42.2K 2.76% 12
2024
Q4 		$3.37M Sell
17,648
-145
-0.8% -$28.8K 2.86% 12
2024
Q3 		$3.51M Sell
17,793
-78
-0.4% -$14.8K 3.05% 12
2024
Q2 		$3.25M Buy
+17,871
New +$3.25M 3.1% 12

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

SIMA Wealth Partners reduced its iShares S&P 500 Value ETF (IVE) stake by 6.6% in Q2 2026, selling an estimated $239K and leaving 15,138 shares worth $3.44M. The position accounts for 2.44% of the portfolio, ranked #12.

SIMA Wealth Partners first reported a position in IVE in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.51M in Q3 2024. 1,757 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • SIMA Wealth Partners held 15,138 shares of iShares S&P 500 Value ETF worth $3.44M as of Q2 2026.
  • SIMA Wealth Partners sold 1,068 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $239K.
  • iShares S&P 500 Value ETF made up 2.44% of SIMA Wealth Partners's portfolio in Q2 2026, its #12 holding.
  • SIMA Wealth Partners first reported a position in iShares S&P 500 Value ETF in Q2 2024 and has held it in 9 quarters since.
  • SIMA Wealth Partners's iShares S&P 500 Value ETF position peaked at $3.51M in Q3 2024.
  • 1,757 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.