Kelman-Lazarov Inc’s iShares S&P 500 Value ETF IVE Stock Holding History

Kelman-Lazarov Inc’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	$776K	Hold	3,419	–	–	0.1%	80
2026 Q1	$722K	Hold	3,419	–	–	0.1%	79
2025 Q4	$725K	Sell	3,419 -364	-10%	-$76.3K	0.1%	78
2025 Q3	$781K	Buy	3,783 +365	+11%	+$73.3K	0.12%	68
2025 Q2	$668K	Hold	3,418	–	–	0.11%	70
2025 Q1	$651K	Buy	3,418 +13	+0.4%	+$2.52K	0.12%	66
2024 Q4	$650K	Hold	3,405	–	–	0.12%	65
2024 Q3	$671K	Hold	3,405	–	–	0.12%	63
2024 Q2	$620K	Hold	3,405	–	–	0.12%	62
2024 Q1	$636K	Hold	3,405	–	–	0.12%	60
2023 Q4	$592K	Hold	3,405	–	–	0.13%	60
2023 Q3	$524K	Hold	3,405	–	–	0.12%	59
2023 Q2	$549K	Hold	3,405	–	–	0.13%	58
2023 Q1	$517K	Hold	3,405	–	–	0.13%	58
2022 Q4	$494K	Hold	3,405	–	–	0.14%	56
2022 Q3	$438K	Hold	3,405	–	–	0.15%	54
2022 Q2	$468K	Sell	3,405 -95	-3%	-$14K	0.16%	52
2022 Q1	$545K	Hold	3,500	–	–	0.18%	47
2021 Q4	$548K	Hold	3,500	–	–	0.18%	51
2021 Q3	$509K	Hold	3,500	–	–	0.18%	49
2021 Q2	$517K	Hold	3,500	–	–	0.18%	47
2021 Q1	$494K	Hold	3,500	–	–	0.18%	49
2020 Q4	$448K	Hold	3,500	–	–	0.17%	46
2020 Q3	$394K	Hold	3,500	–	–	0.18%	47
2020 Q2	$379K	Buy	+3,500	New	+$371K	0.18%	49
2017 Q1	–	Sell	-1,700	Closed	-$172K	–	171
2016 Q4	$172K	Hold	1,700	–	–	0.1%	110
2016 Q3	$160K	Hold	1,700	–	–	0.09%	116
2016 Q2	$158K	Hold	1,700	–	–	0.09%	117
2016 Q1	$153K	Buy	+1,700	New	+$145K	0.09%	126

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

Kelman-Lazarov Inc's IVE Position: Q2 2026 in Review

Kelman-Lazarov Inc held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 3,419 shares worth $776K. The position accounts for 0.1% of the portfolio, ranked #80.

Kelman-Lazarov Inc first reported a position in IVE in Q1 2016 and has held it in 29 quarters since. The position peaked at $781K in Q3 2025. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Kelman-Lazarov Inc held 3,419 shares of iShares S&P 500 Value ETF worth $776K as of Q2 2026.
Kelman-Lazarov Inc left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
iShares S&P 500 Value ETF made up 0.1% of Kelman-Lazarov Inc's portfolio in Q2 2026, its #80 holding.
Kelman-Lazarov Inc first reported a position in iShares S&P 500 Value ETF in Q1 2016 and has held it in 29 quarters since.
Kelman-Lazarov Inc's iShares S&P 500 Value ETF position peaked at $781K in Q3 2025.
1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2026, filed 10 Aug 2026.