LaSalle St. Investment Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

LaSalle St. Investment 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	$5.89M	Buy	25,933 +11,348	+78%	+$2.53M	0.72%	28
2026 Q1	$3.08M	Buy	14,585 +5,705	+64%	+$1.24M	0.43%	40
2025 Q4	$1.88M	Buy	8,880 +1,412	+19%	+$296K	0.3%	53
2025 Q3	$1.54M	Buy	7,468 +2,433	+48%	+$489K	0.28%	58
2025 Q2	$983K	Sell	5,035 -2,190	-30%	-$408K	0.27%	76
2025 Q1	$1.38M	Buy	7,225 +4,150	+135%	+$803K	0.32%	54
2024 Q4	$587K	Buy	3,075 +1,846	+150%	+$366K	0.18%	112
2024 Q3	$242K	Buy	1,229 +6	+0.5%	+$1.14K	0.1%	176
2024 Q2	$223K	Sell	1,223 -326	-21%	-$59.4K	0.11%	155
2024 Q1	$273K	Buy	1,549 +311	+25%	+$55.3K	0.15%	105
2023 Q4	$215K	Sell	1,238 -407	-25%	-$65.4K	0.14%	112
2023 Q3	$253K	Sell	1,645 -5,209	-76%	-$842K	0.12%	101
2023 Q2	$1.1M	Buy	6,854 +3,715	+118%	+$572K	0.49%	33
2023 Q1	$476K	Sell	3,139 -4,301	-58%	-$650K	0.21%	63
2022 Q4	$1.08M	Buy	+7,440	New	+$1.06M	0.51%	35

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

LaSalle St. Investment Advisors's IVE Position: Q2 2026 in Review

LaSalle St. Investment Advisors increased its iShares S&P 500 Value ETF (IVE) stake by 78% in Q2 2026, buying an estimated $2.53M and bringing the position to 25,933 shares worth $5.89M. The position accounts for 0.72% of the portfolio, ranked #28.

LaSalle St. Investment Advisors first reported a position in IVE in Q4 2022 and has held it in 15 quarters since. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

LaSalle St. Investment Advisors held 25,933 shares of iShares S&P 500 Value ETF worth $5.89M as of Q2 2026.
LaSalle St. Investment Advisors bought 11,348 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $2.53M.
iShares S&P 500 Value ETF made up 0.72% of LaSalle St. Investment Advisors's portfolio in Q2 2026, its #28 holding.
LaSalle St. Investment Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2022 and has held it in 15 quarters since.
1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.