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Lane & Associates’s iShares S&P 500 Value ETF IVE Stock Holding History

Lane & Associates’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
2025
Q1 		$2.65M Sell
13,913
-203
-1% -$39.3K 1.43% 19
2024
Q4 		$2.77M Buy
14,116
+1,237
+10% +$245K 1.43% 16
2024
Q3 		$2.54M Sell
12,879
-297
-2% -$56.4K 1.38% 18
2024
Q2 		$2.4M Buy
13,176
+375
+3% +$68.3K 1.41% 19
2024
Q1 		$2.39M Buy
12,801
+351
+3% +$62.4K 1.51% 19
2023
Q4 		$2.16M Sell
12,450
-73
-0.6% -$11.7K 1.58% 17
2023
Q3 		$1.93M Buy
12,523
+99
+0.8% +$16K 1.55% 17
2023
Q2 		$2M Buy
12,424
+1,356
+12% +$209K 1.59% 16
2023
Q1 		$1.68M Sell
11,068
-683
-6% -$103K 1.5% 13
2022
Q4 		$1.7M Buy
+11,751
New +$1.68M 1.62% 13

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lane & Associates's IVE Position: Q1 2025 in Review

Lane & Associates reduced its iShares S&P 500 Value ETF (IVE) stake by 1.4% in Q1 2025, selling an estimated $39.3K and leaving 13,913 shares worth $2.65M. The position accounts for 1.43% of the portfolio, ranked #19.

Lane & Associates first reported a position in IVE in Q4 2022 and has held it in 10 quarters since. The position peaked at $2.77M in Q4 2024. 1,529 funds tracked by Wall St. Rank hold IVE as of Q1 2025.

  • Lane & Associates held 13,913 shares of iShares S&P 500 Value ETF worth $2.65M as of Q1 2025.
  • Lane & Associates sold 203 iShares S&P 500 Value ETF shares in Q1 2025, an estimated $39.3K.
  • iShares S&P 500 Value ETF made up 1.43% of Lane & Associates's portfolio in Q1 2025, its #19 holding.
  • Lane & Associates first reported a position in iShares S&P 500 Value ETF in Q4 2022 and has held it in 10 quarters since.
  • Lane & Associates's iShares S&P 500 Value ETF position peaked at $2.77M in Q4 2024.
  • 1,529 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.