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Strategic Advisory Partners’s iShares S&P 500 Value ETF IVE Stock Holding History

Strategic Advisory 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 		– Sell
-2
Closed -$422 – 65
2026
Q1 		$422 Buy
+2
New +$433 ﹤0.01% 94

Other funds holding IVE

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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

Strategic Advisory Partners's IVE Position: Q2 2026 in Review

Strategic Advisory Partners sold out of iShares S&P 500 Value ETF (IVE) in Q2 2026, closing a stake of 2 shares — an estimated $422 sold.

Strategic Advisory Partners first reported a position in IVE in Q1 2026 and held it in 1 quarter. The position peaked at $422 in Q1 2026. 1,757 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Strategic Advisory Partners reported no remaining iShares S&P 500 Value ETF position as of Q2 2026 after selling out during the quarter.
  • Strategic Advisory Partners sold 2 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $422.
  • Strategic Advisory Partners first reported a position in iShares S&P 500 Value ETF in Q1 2026 and held it in 1 quarter.
  • Strategic Advisory Partners's iShares S&P 500 Value ETF position peaked at $422 in Q1 2026.
  • 1,757 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Strategic Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.