Lantern Wealth Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
Lantern Wealth Advisors's IVE Position: Q2 2026 in Review
Lantern Wealth Advisors increased its iShares S&P 500 Value ETF (IVE) stake by 2% in Q2 2026, buying an estimated $6.48K and bringing the position to 1,448 shares worth $329K. The position accounts for 0.15% of the portfolio, ranked #141.
Lantern Wealth Advisors first reported a position in IVE in Q4 2025 and has held it in 3 quarters since. 1,764 funds tracked by Wall St. Rank hold IVE as of Q2 2026.
- Lantern Wealth Advisors held 1,448 shares of iShares S&P 500 Value ETF worth $329K as of Q2 2026.
- Lantern Wealth Advisors bought 29 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $6.48K.
- iShares S&P 500 Value ETF made up 0.15% of Lantern Wealth Advisors's portfolio in Q2 2026, its #141 holding.
- Lantern Wealth Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2025 and has held it in 3 quarters since.
- 1,764 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.
Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.