AFPL
IVE icon

Advus Financial Partners, LLC’s iShares S&P 500 Value ETF IVE Stock Holding History

Advus Financial Partners, LLC’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 		$7.04M Buy
31,021
+2,725
+10% +$609K 1.6% 12
2026
Q1 		$5.97M Buy
28,296
+2,367
+9% +$513K 1.5% 13
2025
Q4 		$5.5M Buy
25,929
+884
+4% +$185K 1.33% 15
2025
Q3 		$5.17M Buy
25,045
+3,969
+19% +$797K 1.24% 16
2025
Q2 		$4.12M Buy
21,076
+5,077
+32% +$946K 1.05% 20
2025
Q1 		$3.05M Buy
15,999
+2,283
+17% +$442K 0.85% 24
2024
Q4 		$2.62M Buy
13,716
+5,502
+67% +$1.09M 0.74% 29
2024
Q3 		$1.62M Buy
8,214
+2,760
+51% +$524K 0.46% 38
2024
Q2 		$993K Buy
5,454
+1,578
+41% +$287K 0.3% 51
2024
Q1 		$724K Buy
+3,876
New +$689K 0.22% 65

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Advus Financial Partners, LLC's IVE Position: Q2 2026 in Review

Advus Financial Partners, LLC increased its iShares S&P 500 Value ETF (IVE) stake by 9.6% in Q2 2026, buying an estimated $609K and bringing the position to 31,021 shares worth $7.04M. The position accounts for 1.6% of the portfolio, ranked #12.

Advus Financial Partners, LLC first reported a position in IVE in Q1 2024 and has held it in 10 quarters since. 1,764 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Advus Financial Partners, LLC held 31,021 shares of iShares S&P 500 Value ETF worth $7.04M as of Q2 2026.
  • Advus Financial Partners, LLC bought 2,725 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $609K.
  • iShares S&P 500 Value ETF made up 1.6% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #12 holding.
  • Advus Financial Partners, LLC first reported a position in iShares S&P 500 Value ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,764 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.