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 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 $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 Wealth Partners's IVE Position: Q1 2026 in Review

Strategic Wealth Partners reduced its iShares S&P 500 Value ETF (IVE) stake by 13% in Q1 2026, selling an estimated $30.7K and leaving 923 shares worth $195K. The position accounts for 0.01% of the portfolio, ranked #308.

Strategic Wealth Partners first reported a position in IVE in Q4 2017 and has held it in 11 quarters since. The position peaked at $859K in Q3 2025. 1,704 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

Strategic Wealth Partners held 923 shares of iShares S&P 500 Value ETF worth $195K as of Q1 2026.
Strategic Wealth Partners sold 142 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $30.7K.
iShares S&P 500 Value ETF made up 0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #308 holding.
Strategic Wealth Partners first reported a position in iShares S&P 500 Value ETF in Q4 2017 and has held it in 11 quarters since.
Strategic Wealth Partners's iShares S&P 500 Value ETF position peaked at $859K in Q3 2025.
1,704 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.