LYNX CAPITAL GROUP LTD /ADV’s iShares S&P 500 Value ETF IVE Stock Holding History

LYNX CAPITAL GROUP LTD /ADV’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
2023 Q4	$3.86M	Buy	+22,212	New	+$3.57M	2.81%	5

Other funds holding IVE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LYNX CAPITAL GROUP LTD /ADV's IVE Position: Q4 2023 in Review

LYNX CAPITAL GROUP LTD /ADV opened a new position in iShares S&P 500 Value ETF (IVE) in Q4 2023: 22,212 shares worth $3.86M. The stake represents 2.81% of the portfolio and ranks #5 among its holdings.

1,257 funds tracked by Wall St. Rank hold IVE as of Q4 2023.

LYNX CAPITAL GROUP LTD /ADV held 22,212 shares of iShares S&P 500 Value ETF worth $3.86M as of Q4 2023.
iShares S&P 500 Value ETF was a new LYNX CAPITAL GROUP LTD /ADV position in Q4 2023.
iShares S&P 500 Value ETF made up 2.81% of LYNX CAPITAL GROUP LTD /ADV's portfolio in Q4 2023, its #5 holding.
1,257 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2023.

Based on LYNX CAPITAL GROUP LTD /ADV's 13F filing for Q4 2023, filed 7 Aug 2026.