Lazari Capital Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Lazari Capital Management’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	$202K	Buy	+890	New	+$199K	0.06%	173

Other funds holding IVE

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

CWM

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HFBOT

Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return

Lazari Capital Management's IVE Position: Q2 2026 in Review

Lazari Capital Management opened a new position in iShares S&P 500 Value ETF (IVE) in Q2 2026: 890 shares worth $202K. The stake represents 0.06% of the portfolio and ranks #173 among its holdings.

911 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Lazari Capital Management held 890 shares of iShares S&P 500 Value ETF worth $202K as of Q2 2026.
iShares S&P 500 Value ETF was a new Lazari Capital Management position in Q2 2026.
iShares S&P 500 Value ETF made up 0.06% of Lazari Capital Management's portfolio in Q2 2026, its #173 holding.
911 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Lazari Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.