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

Triad 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	$73.4M	Buy	314,821 +54,564	+21%	+$12.2M	4.33%	4
2026 Q1	$55M	Buy	260,257 +60,963	+31%	+$13.2M	4.36%	1
2025 Q4	$42.3M	Buy	199,294 +84,761	+74%	+$17.8M	4.02%	2
2025 Q3	$23.7M	Buy	114,533 +25,751	+29%	+$5.17M	3.05%	5
2025 Q2	$17.3M	Buy	88,782 +17,915	+25%	+$3.34M	3.5%	5
2025 Q1	$13.5M	Buy	70,867 +22,115	+45%	+$4.28M	4.2%	5
2024 Q4	$9.31M	Buy	48,752 +28,341	+139%	+$5.62M	3.36%	7
2024 Q3	$4.02M	Buy	20,411 +20,407	+510,175%	+$3.88M	2.14%	17
2024 Q2	$728	Buy	+4	New	+$729	﹤0.01%	904

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

Triad Wealth Partners's IVE Position: Q2 2026 in Review

Triad Wealth Partners increased its iShares S&P 500 Value ETF (IVE) stake by 21% in Q2 2026, buying an estimated $12.2M and bringing the position to 314,821 shares worth $73.4M. The position accounts for 4.33% of the portfolio, ranked #4.

Triad Wealth Partners first reported a position in IVE in Q2 2024 and has held it in 9 quarters since. 1,769 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Triad Wealth Partners held 314,821 shares of iShares S&P 500 Value ETF worth $73.4M as of Q2 2026.
Triad Wealth Partners bought 54,564 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $12.2M.
iShares S&P 500 Value ETF made up 4.33% of Triad Wealth Partners's portfolio in Q2 2026, its #4 holding.
Triad Wealth Partners first reported a position in iShares S&P 500 Value ETF in Q2 2024 and has held it in 9 quarters since.
1,769 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.