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

Ullmann Wealth Partners Group’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	$287K	Buy	+1,264	New	+$282K	0.03%	140
2018 Q1	–	Sell	-1,841	Closed	-$210K	–	54
2017 Q4	$210K	Buy	+1,841	New	+$204K	0.14%	52
2017 Q3	–	Sell	-1,841	Closed	-$193K	–	89
2017 Q2	$193K	Hold	1,841	–	–	0.14%	56
2017 Q1	$191K	Buy	+1,841	New	+$191K	0.16%	51

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

Ullmann Wealth Partners Group's IVE Position: Q2 2026 in Review

Ullmann Wealth Partners Group opened a new position in iShares S&P 500 Value ETF (IVE) in Q2 2026: 1,264 shares worth $287K. The stake represents 0.03% of the portfolio and ranks #140 among its holdings. This is a return to the name: Ullmann Wealth Partners Group previously reported a position in IVE as recently as Q4 2017.

Ullmann Wealth Partners Group first reported a position in IVE in Q1 2017 and has held it in 4 quarters since. 1,764 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Ullmann Wealth Partners Group held 1,264 shares of iShares S&P 500 Value ETF worth $287K as of Q2 2026.
iShares S&P 500 Value ETF was a new Ullmann Wealth Partners Group position in Q2 2026.
iShares S&P 500 Value ETF made up 0.03% of Ullmann Wealth Partners Group's portfolio in Q2 2026, its #140 holding.
Ullmann Wealth Partners Group first reported a position in iShares S&P 500 Value ETF in Q1 2017 and has held it in 4 quarters since.
1,764 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

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