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Lakeridge Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Lakeridge Wealth Management’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 		$1.53M Buy
6,725
+26
+0.4% +$5.81K 0.56% 39
2026
Q1 		$1.41M Buy
6,699
+161
+2% +$34.9K 0.61% 40
2025
Q4 		$1.39M Buy
6,538
+153
+2% +$32.1K 0.63% 36
2025
Q3 		$1.32M Buy
6,385
+19
+0.3% +$3.82K 0.59% 33
2025
Q2 		$1.24M Sell
6,366
-244
-4% -$45.5K 0.57% 33
2025
Q1 		$1.26M Sell
6,610
-54
-0.8% -$10.4K 0.63% 31
2024
Q4 		$1.27M Buy
6,664
+326
+5% +$64.7K 0.66% 30
2024
Q3 		$1.25M Buy
6,338
+104
+2% +$19.8K 0.69% 29
2024
Q2 		$1.13M Buy
6,234
+137
+2% +$25K 0.68% 29
2024
Q1 		$1.14M Buy
6,097
+1,369
+29% +$243K 0.74% 26
2023
Q4 		$822K Buy
+4,728
New +$760K 0.59% 35

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

Lakeridge Wealth Management's IVE Position: Q2 2026 in Review

Lakeridge Wealth Management increased its iShares S&P 500 Value ETF (IVE) stake by 0.39% in Q2 2026, buying an estimated $5.81K and bringing the position to 6,725 shares worth $1.53M. The position accounts for 0.56% of the portfolio, ranked #39.

Lakeridge Wealth Management first reported a position in IVE in Q4 2023 and has held it in 11 quarters since. 1,766 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Lakeridge Wealth Management held 6,725 shares of iShares S&P 500 Value ETF worth $1.53M as of Q2 2026.
  • Lakeridge Wealth Management bought 26 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $5.81K.
  • iShares S&P 500 Value ETF made up 0.56% of Lakeridge Wealth Management's portfolio in Q2 2026, its #39 holding.
  • Lakeridge Wealth Management first reported a position in iShares S&P 500 Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,766 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.