Verus Capital Partners’s iShares S&P 500 Value ETF IVE Stock Holding History

Verus Capital 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	$6M	Sell	26,443 -1,821	-6%	-$407K	0.33%	53
2026 Q1	$5.97M	Buy	28,264 +701	+3%	+$152K	0.41%	50
2025 Q4	$5.85M	Buy	27,563 +7,406	+37%	+$1.55M	0.39%	47
2025 Q3	$4.16M	Buy	20,157 +1,312	+7%	+$264K	0.32%	50
2025 Q2	$3.68M	Buy	18,845 +2,534	+16%	+$472K	0.33%	48
2025 Q1	$3.11M	Buy	16,311 +5,230	+47%	+$1.01M	0.31%	50
2024 Q4	$2.11M	Sell	11,081 -1,873	-14%	-$371K	0.2%	69
2024 Q3	$2.55M	Buy	12,954 +2,341	+22%	+$445K	0.25%	58
2024 Q2	$1.93M	Buy	10,613 +430	+4%	+$78.3K	0.2%	75
2024 Q1	$1.9M	Buy	+10,183	New	+$1.81M	0.21%	70
2020 Q1	$50K	Hold	517	–	–	0.02%	497
2019 Q4	$67K	Buy	+517	New	+$64.3K	0.02%	505

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Verus Capital Partners's IVE Position: Q2 2026 in Review

Verus Capital Partners reduced its iShares S&P 500 Value ETF (IVE) stake by 6.4% in Q2 2026, selling an estimated $407K and leaving 26,443 shares worth $6M. The position accounts for 0.33% of the portfolio, ranked #53.

Verus Capital Partners first reported a position in IVE in Q4 2019 and has held it in 12 quarters since. 1,769 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Verus Capital Partners held 26,443 shares of iShares S&P 500 Value ETF worth $6M as of Q2 2026.
Verus Capital Partners sold 1,821 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $407K.
iShares S&P 500 Value ETF made up 0.33% of Verus Capital Partners's portfolio in Q2 2026, its #53 holding.
Verus Capital Partners first reported a position in iShares S&P 500 Value ETF in Q4 2019 and has held it in 12 quarters since.
1,769 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Verus Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.