WealthShield Partners’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $17M | Sell |
80,286
-5,206
| -6% | -$1.13M | 1.89% | 6 |
|
|
2025
Q4 | $18.1M | Buy |
85,492
+20,296
| +31% | +$4.25M | 2% | 7 |
|
|
2025
Q3 | $13.5M | Buy |
65,196
+1,838
| +3% | +$369K | 1.53% | 11 |
|
|
2025
Q2 | $12.4M | Buy |
63,358
+8,205
| +15% | +$1.53M | 1.5% | 14 |
|
|
2025
Q1 | $10.5M | Buy |
55,153
+17,364
| +46% | +$3.36M | 1.35% | 15 |
|
|
2024
Q4 | $7.21M | Sell |
37,789
-1,008
| -3% | -$200K | 1.02% | 26 |
|
|
2024
Q3 | $7.65M | Buy |
38,797
+2,073
| +6% | +$394K | 1.04% | 25 |
|
|
2024
Q2 | $6.68M | Buy |
36,724
+990
| +3% | +$180K | 1.02% | 24 |
|
|
2024
Q1 | $6.68M | Buy |
35,734
+26,717
| +296% | +$4.75M | 1.08% | 22 |
|
|
2023
Q4 | $1.57M | Buy |
9,017
+158
| +2% | +$25.4K | 0.26% | 110 |
|
|
2023
Q3 | $1.37M | Sell |
8,859
-777
| -8% | -$126K | 0.21% | 124 |
|
|
2023
Q2 | $1.55M | Sell |
9,636
-173
| -2% | -$26.6K | 0.23% | 109 |
|
|
2023
Q1 | $1.49M | Sell |
9,809
-287
| -3% | -$43.4K | 0.24% | 112 |
|
|
2022
Q4 | $1.46M | Buy |
10,096
+184
| +2% | +$26.3K | 0.28% | 102 |
|
|
2022
Q3 | $1.27M | Buy |
9,912
+6
| +0.1% | +$850 | 0.25% | 103 |
|
|
2022
Q2 | $1.36M | Sell |
9,906
-139
| -1% | -$20.5K | 0.27% | 91 |
|
|
2022
Q1 | $1.56M | Sell |
10,045
-13,016
| -56% | -$2M | 0.25% | 95 |
|
|
2021
Q4 | $3.61M | Buy |
+23,061
| New | +$3.51M | 0.6% | 46 |
|
|
2021
Q2 | – | Sell |
-889
| Closed | -$126K | – | 950 |
|
|
2021
Q1 | $126K | Buy |
+889
| New | +$120K | 0.02% | 313 |
|
|
2020
Q4 | – | Sell |
-1,112
| Closed | -$125K | – | 343 |
|
|
2020
Q3 | $125K | Hold |
1,112
| – | – | 0.04% | 267 |
|
|
2020
Q2 | $120K | Sell |
1,112
-1,424
| -56% | -$151K | 0.06% | 216 |
|
|
2020
Q1 | $244K | Sell |
2,536
-466
| -16% | -$55.5K | 0.15% | 133 |
|
|
2019
Q4 | $391K | Sell |
3,002
-313
| -9% | -$38.9K | 0.19% | 119 |
|
|
2019
Q3 | $395K | Sell |
3,315
-117
| -3% | -$13.7K | 0.21% | 109 |
|
|
2019
Q2 | $400K | Sell |
3,432
-282
| -8% | -$32.3K | 0.23% | 99 |
|
|
2019
Q1 | $419K | Sell |
3,714
-1,481
| -29% | -$163K | 0.23% | 83 |
|
|
2018
Q4 | $525K | Sell |
5,195
-2,097
| -29% | -$229K | 0.36% | 56 |
|
|
2018
Q3 | $850K | Buy |
7,292
+3,611
| +98% | +$414K | 0.49% | 40 |
|
|
2018
Q2 | $408K | Buy |
3,681
+103
| +3% | +$11.4K | 0.25% | 70 |
|
|
2018
Q1 | $391K | Buy |
3,578
+594
| +20% | +$67.9K | 0.25% | 70 |
|
|
2017
Q4 | $342K | Buy |
+2,984
| New | +$331K | 0.21% | 88 |
|
Other funds holding IVE
WealthShield Partners's IVE Position: Q1 2026 in Review
WealthShield Partners reduced its iShares S&P 500 Value ETF (IVE) stake by 6.1% in Q1 2026, selling an estimated $1.13M and leaving 80,286 shares worth $17M. The position accounts for 1.89% of the portfolio, ranked #6.
WealthShield Partners first reported a position in IVE in Q4 2017 and has held it in 31 quarters since. The position peaked at $18.1M in Q4 2025. 1,706 funds tracked by Wall St. Rank hold IVE as of Q1 2026.
- WealthShield Partners held 80,286 shares of iShares S&P 500 Value ETF worth $17M as of Q1 2026.
- WealthShield Partners sold 5,206 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $1.13M.
- iShares S&P 500 Value ETF made up 1.89% of WealthShield Partners's portfolio in Q1 2026, its #6 holding.
- WealthShield Partners first reported a position in iShares S&P 500 Value ETF in Q4 2017 and has held it in 31 quarters since.
- WealthShield Partners's iShares S&P 500 Value ETF position peaked at $18.1M in Q4 2025.
- 1,706 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.
Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.