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

Strategic 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	$210K	Buy	925 +2	+0.2%	+$447	0.01%	309
2026 Q1	$195K	Sell	923 -142	-13%	-$30.7K	0.01%	308
2025 Q4	$226K	Sell	1,065 -3,092	-74%	-$648K	0.02%	299
2025 Q3	$859K	Buy	4,157 +3,818	+1,126%	+$767K	0.06%	169
2025 Q2	$66.2K	Buy	+339	New	+$63.1K	0.01%	449
2019 Q3	–	Sell	-85	Closed	-$9K	–	750
2019 Q2	$9K	Sell	85 -394	-82%	-$45.1K	﹤0.01%	568
2019 Q1	$55K	Hold	479	–	–	0.03%	230
2018 Q4	$50K	Buy	479 +304	+174%	+$33.3K	0.03%	230
2018 Q3	$20K	Hold	175	–	–	0.01%	336
2018 Q2	$19K	Hold	175	–	–	0.01%	419
2018 Q1	$19K	Hold	175	–	–	0.01%	378
2017 Q4	$20K	Buy	+175	New	+$19.4K	0.01%	353

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 Wealth Partners's IVE Position: Q2 2026 in Review

Strategic Wealth Partners increased its iShares S&P 500 Value ETF (IVE) stake by 0.22% in Q2 2026, buying an estimated $447 and bringing the position to 925 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #309.

Strategic Wealth Partners first reported a position in IVE in Q4 2017 and has held it in 12 quarters since. The position peaked at $859K in Q3 2025. 1,769 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Strategic Wealth Partners held 925 shares of iShares S&P 500 Value ETF worth $210K as of Q2 2026.
Strategic Wealth Partners bought 2 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $447.
iShares S&P 500 Value ETF made up 0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #309 holding.
Strategic Wealth Partners first reported a position in iShares S&P 500 Value ETF in Q4 2017 and has held it in 12 quarters since.
Strategic Wealth Partners's iShares S&P 500 Value ETF position peaked at $859K in Q3 2025.
1,769 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.