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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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Triad Wealth Partners increased its iShares S&P 500 Value ETF (IVE) stake by 31% in Q1 2026, buying an estimated $13.2M and bringing the position to 260,257 shares worth $55M. The position accounts for 4.36% of the portfolio, ranked #1.

Triad Wealth Partners first reported a position in IVE in Q2 2024 and has held it in 8 quarters since. 1,707 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

  • Triad Wealth Partners held 260,257 shares of iShares S&P 500 Value ETF worth $55M as of Q1 2026.
  • Triad Wealth Partners bought 60,963 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $13.2M.
  • iShares S&P 500 Value ETF made up 4.36% of Triad Wealth Partners's portfolio in Q1 2026, its #1 holding.
  • Triad Wealth Partners first reported a position in iShares S&P 500 Value ETF in Q2 2024 and has held it in 8 quarters since.
  • 1,707 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.