Single Point Partners’s iShares S&P 500 Value ETF IVE Stock Holding History

Single Point 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	$295K	Hold	1,299	–	–	0.05%	83
2026 Q1	$274K	Hold	1,299	–	–	0.05%	69
2025 Q4	$275K	Hold	1,299	–	–	0.05%	70
2025 Q3	$268K	Hold	1,299	–	–	0.05%	71
2025 Q2	$254K	Hold	1,299	–	–	0.06%	72
2025 Q1	$248K	Hold	1,299	–	–	0.06%	74
2024 Q4	$248K	Buy	+1,299	New	+$258K	0.06%	67
2024 Q2	–	Sell	-1,299	Closed	-$243K	–	50
2024 Q1	$243K	Hold	1,299	–	–	0.06%	69
2023 Q4	$226K	Hold	1,299	–	–	0.06%	65
2023 Q3	$201K	Buy	+1,299	New	+$210K	0.05%	73
2022 Q2	–	Sell	-2,780	Closed	-$433K	–	139
2022 Q1	$433K	Buy	2,780 +1,481	+114%	+$228K	0.11%	61
2021 Q4	$203K	Buy	+1,299	New	+$198K	0.05%	82

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

Single Point Partners's IVE Position: Q2 2026 in Review

Single Point Partners held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 1,299 shares worth $295K. The position accounts for 0.05% of the portfolio, ranked #83.

Single Point Partners first reported a position in IVE in Q4 2021 and has held it in 12 quarters since. The position peaked at $433K in Q1 2022. 1,764 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Single Point Partners held 1,299 shares of iShares S&P 500 Value ETF worth $295K as of Q2 2026.
Single Point Partners left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
iShares S&P 500 Value ETF made up 0.05% of Single Point Partners's portfolio in Q2 2026, its #83 holding.
Single Point Partners first reported a position in iShares S&P 500 Value ETF in Q4 2021 and has held it in 12 quarters since.
Single Point Partners's iShares S&P 500 Value ETF position peaked at $433K in Q1 2022.
1,764 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Single Point Partners's 13F filing for Q2 2026, filed 16 Jul 2026.