Sutton Place Investors’s iShares S&P 500 Value ETF IVE Stock Holding History

Sutton Place Investors’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	$2.69M	Sell	11,843 -1,560	-12%	-$348K	1.3%	19
2026 Q1	$2.83M	Buy	13,403 +593	+5%	+$128K	1.55%	14
2025 Q4	$2.72M	Buy	12,810 +2,858	+29%	+$599K	1.49%	15
2025 Q3	$2.06M	Buy	9,952 +472	+5%	+$94.8K	1.17%	24
2025 Q2	$1.85M	Buy	9,480 +628	+7%	+$117K	1.11%	25
2025 Q1	$1.69M	Buy	8,852 +2,627	+42%	+$508K	1.13%	26
2024 Q4	$1.19M	Buy	6,225 +208	+3%	+$41.3K	0.69%	38
2024 Q3	$1.19M	Buy	6,017 +313	+5%	+$59.5K	0.72%	37
2024 Q2	$1.04M	Buy	5,704 +483	+9%	+$88K	0.69%	39
2024 Q1	$975K	Buy	+5,221	New	+$928K	0.48%	63

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

Sutton Place Investors's IVE Position: Q2 2026 in Review

Sutton Place Investors reduced its iShares S&P 500 Value ETF (IVE) stake by 12% in Q2 2026, selling an estimated $348K and leaving 11,843 shares worth $2.69M. The position accounts for 1.3% of the portfolio, ranked #19.

Sutton Place Investors first reported a position in IVE in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.83M in Q1 2026. 1,767 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Sutton Place Investors held 11,843 shares of iShares S&P 500 Value ETF worth $2.69M as of Q2 2026.
Sutton Place Investors sold 1,560 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $348K.
iShares S&P 500 Value ETF made up 1.3% of Sutton Place Investors's portfolio in Q2 2026, its #19 holding.
Sutton Place Investors first reported a position in iShares S&P 500 Value ETF in Q1 2024 and has held it in 10 quarters since.
Sutton Place Investors's iShares S&P 500 Value ETF position peaked at $2.83M in Q1 2026.
1,767 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Sutton Place Investors's 13F filing for Q2 2026, filed 6 Aug 2026.