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

Strategic Financial 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 Q1	–	Sell	-1,143	Closed	-$242K	–	83
2025 Q4	$242K	Sell	1,143 -25	-2%	-$5.24K	0.11%	72
2025 Q3	$241K	Sell	1,168 -152	-12%	-$30.5K	0.11%	72
2025 Q2	$258K	Hold	1,320	–	–	0.12%	69
2025 Q1	$252K	Sell	1,320 -35	-3%	-$6.77K	0.13%	65
2024 Q4	$259K	Hold	1,355	–	–	0.13%	65
2024 Q3	$267K	Hold	1,355	–	–	0.14%	61
2024 Q2	$247K	Hold	1,355	–	–	0.14%	60
2024 Q1	$253K	Sell	1,355 -156	-10%	-$27.7K	0.14%	63
2023 Q4	$263K	Hold	1,511	–	–	0.15%	57
2023 Q3	$232K	Hold	1,511	–	–	0.14%	64
2023 Q2	$244K	Hold	1,511	–	–	0.14%	64
2023 Q1	$229K	Buy	1,511 +18	+1%	+$2.72K	0.14%	63
2022 Q4	$217K	Buy	+1,493	New	+$213K	0.13%	64
2022 Q3	–	Sell	-1,522	Closed	-$209K	–	66
2022 Q2	$209K	Hold	1,522	–	–	0.12%	63
2022 Q1	$237K	Sell	1,522 -60	-4%	-$9.23K	0.12%	62
2021 Q4	$248K	Hold	1,582	–	–	0.12%	63
2021 Q3	$230K	Hold	1,582	–	–	0.12%	64
2021 Q2	$234K	Buy	+1,582	New	+$233K	0.13%	64

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Strategic Financial Partners's IVE Position: Q1 2026 in Review

Strategic Financial Partners sold out of iShares S&P 500 Value ETF (IVE) in Q1 2026, closing a stake of 1,143 shares — an estimated $242K sold.

Strategic Financial Partners first reported a position in IVE in Q2 2021 and held it in 18 quarters. The position peaked at $267K in Q3 2024. 1,707 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

Strategic Financial Partners reported no remaining iShares S&P 500 Value ETF position as of Q1 2026 after selling out during the quarter.
Strategic Financial Partners sold 1,143 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $242K.
Strategic Financial Partners first reported a position in iShares S&P 500 Value ETF in Q2 2021 and held it in 18 quarters.
Strategic Financial Partners's iShares S&P 500 Value ETF position peaked at $267K in Q3 2024.
1,707 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Strategic Financial Partners's 13F filing for Q1 2026, filed 1 May 2026.