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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

LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
EL
EWA LLC Pittsbugh, Pennsylvania $548M AUM 35.14% 1-Year Est. Return