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

Lane Brothers & Co’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 		$242K Sell
1,066
-14
-1% -$3.13K 0.16% 81
2026
Q1 		$228K Sell
1,080
-128
-11% -$27.7K 0.17% 79
2025
Q4 		$256K Buy
+1,208
New +$253K 0.19% 70

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

Lane Brothers & Co's IVE Position: Q2 2026 in Review

Lane Brothers & Co reduced its iShares S&P 500 Value ETF (IVE) stake by 1.3% in Q2 2026, selling an estimated $3.13K and leaving 1,066 shares worth $242K. The position accounts for 0.16% of the portfolio, ranked #81.

Lane Brothers & Co first reported a position in IVE in Q4 2025 and has held it in 3 quarters since. The position peaked at $256K in Q4 2025. 1,757 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Lane Brothers & Co held 1,066 shares of iShares S&P 500 Value ETF worth $242K as of Q2 2026.
  • Lane Brothers & Co sold 14 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $3.13K.
  • iShares S&P 500 Value ETF made up 0.16% of Lane Brothers & Co's portfolio in Q2 2026, its #81 holding.
  • Lane Brothers & Co first reported a position in iShares S&P 500 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Lane Brothers & Co's iShares S&P 500 Value ETF position peaked at $256K in Q4 2025.
  • 1,757 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Lane Brothers & Co's 13F filing for Q2 2026, filed 5 Aug 2026.