Lansing Street Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Lansing Street Advisors’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	$15.2M	Sell	66,848 -3,789	-5%	-$846K	3.22%	5
2026 Q1	$14.9M	Buy	70,637 +1,921	+3%	+$416K	3.76%	5
2025 Q4	$14.6M	Buy	68,716 +8,038	+13%	+$1.68M	3.72%	5
2025 Q3	$12.5M	Buy	60,678 +15,038	+33%	+$3.02M	3.33%	8
2025 Q2	$8.92M	Buy	45,640 +2,200	+5%	+$410K	2.66%	10
2025 Q1	$8.28M	Buy	43,440 +6,124	+16%	+$1.19M	2.77%	11
2024 Q4	$7.12M	Buy	37,316 +6,414	+21%	+$1.27M	2.48%	12
2024 Q3	$6.09M	Buy	30,902 +3,437	+13%	+$653K	2.24%	13
2024 Q2	$5M	Sell	27,465 -221	-0.8%	-$40.3K	2.08%	12
2024 Q1	$5.17M	Buy	27,686 +2,560	+10%	+$455K	2.32%	12
2023 Q4	$4.37M	Buy	+25,126	New	+$4.04M	2.29%	12
2023 Q2	$16.5K	Sell	102 -98	-49%	-$15.1K	0.01%	182
2023 Q1	$30.4K	Hold	200	–	–	0.02%	175
2022 Q4	$29K	Hold	200	–	–	0.02%	191
2022 Q3	$26K	Buy	+200	New	+$28.3K	0.02%	164

Other funds holding IVE

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Lansing Street Advisors's IVE Position: Q2 2026 in Review

Lansing Street Advisors reduced its iShares S&P 500 Value ETF (IVE) stake by 5.4% in Q2 2026, selling an estimated $846K and leaving 66,848 shares worth $15.2M. The position accounts for 3.22% of the portfolio, ranked #5.

Lansing Street Advisors first reported a position in IVE in Q3 2022 and has held it in 15 quarters since. 1,766 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Lansing Street Advisors held 66,848 shares of iShares S&P 500 Value ETF worth $15.2M as of Q2 2026.
Lansing Street Advisors sold 3,789 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $846K.
iShares S&P 500 Value ETF made up 3.22% of Lansing Street Advisors's portfolio in Q2 2026, its #5 holding.
Lansing Street Advisors first reported a position in iShares S&P 500 Value ETF in Q3 2022 and has held it in 15 quarters since.
1,766 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Lansing Street Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.