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 Q2	$317K	Buy	+1,396	New	+$312K	0.12%	70
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 $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

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

Strategic Financial Partners opened a new position in iShares S&P 500 Value ETF (IVE) in Q2 2026: 1,396 shares worth $317K. The stake represents 0.12% of the portfolio and ranks #70 among its holdings. This is a return to the name: Strategic Financial Partners previously reported a position in IVE as recently as Q4 2025.

Strategic Financial Partners first reported a position in IVE in Q2 2021 and has held it in 19 quarters since. 1,767 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Strategic Financial Partners held 1,396 shares of iShares S&P 500 Value ETF worth $317K as of Q2 2026.
iShares S&P 500 Value ETF was a new Strategic Financial Partners position in Q2 2026.
iShares S&P 500 Value ETF made up 0.12% of Strategic Financial Partners's portfolio in Q2 2026, its #70 holding.
Strategic Financial Partners first reported a position in iShares S&P 500 Value ETF in Q2 2021 and has held it in 19 quarters since.
1,767 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Strategic Financial Partners's 13F filing for Q2 2026, filed 3 Aug 2026.