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Lee Financial’s iShares S&P 500 Value ETF IVE Stock Holding History

Lee Financial’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
Q1 		$1.45M Sell
6,851
-844
-11% -$183K 0.2% 52
2025
Q4 		$1.63M Sell
7,695
-244
-3% -$51.1K 0.22% 48
2025
Q3 		$1.64M Sell
7,939
-305
-4% -$61.3K 0.21% 55
2025
Q2 		$1.61M Sell
8,244
-868
-10% -$162K 0.23% 47
2025
Q1 		$1.74M Sell
9,112
-388
-4% -$75.1K 0.27% 40
2024
Q4 		$1.81M Sell
9,500
-215
-2% -$42.6K 0.25% 41
2024
Q3 		$1.92M Sell
9,715
-635
-6% -$121K 0.27% 36
2024
Q2 		$1.88M Sell
10,350
-407
-4% -$74.1K 0.31% 32
2024
Q1 		$2.01M Sell
10,757
-513
-5% -$91.2K 0.34% 30
2023
Q4 		$1.96M Sell
11,270
-1,456
-11% -$234K 0.34% 30
2023
Q3 		$1.96M Sell
12,726
-544
-4% -$87.9K 0.37% 28
2023
Q2 		$2.14M Buy
13,270
+46
+0.3% +$7.08K 0.37% 29
2023
Q1 		$2.01M Sell
13,224
-605
-4% -$91.4K 0.34% 34
2022
Q4 		$2.01M Buy
13,829
+3,468
+33% +$495K 0.34% 39
2022
Q3 		$1.33M Buy
10,361
+1,548
+18% +$219K 0.25% 57
2022
Q2 		$1.21M Buy
8,813
+698
+9% +$103K 0.22% 59
2022
Q1 		$1.26M Sell
8,115
-20
-0.2% -$3.08K 0.23% 58
2021
Q4 		$1.27M Hold
8,135
– – 0.24% 53
2021
Q3 		$1.18M Sell
8,135
-145
-2% -$21.6K 0.24% 55
2021
Q2 		$1.22M Buy
8,280
+790
+11% +$116K 0.26% 57
2021
Q1 		$1.06M Buy
7,490
+710
+10% +$95.6K 0.25% 59
2020
Q4 		$868K Buy
6,780
+4,359
+180% +$527K 0.23% 65
2020
Q3 		$272K Buy
2,421
+961
+66% +$109K 0.08% 107
2020
Q2 		$158K Buy
1,460
+1,002
+219% +$106K 0.04% 129
2020
Q1 		$44K Sell
458
-18
-4% -$2.14K 0.01% 182
2019
Q4 		$62K Buy
476
+371
+353% +$46.2K 0.01% 172
2019
Q3 		$13K Hold
105
– – ﹤0.01% 304
2019
Q2 		$12K Hold
105
– – ﹤0.01% 323
2019
Q1 		$12K Buy
+105
New +$11.5K ﹤0.01% 311

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lee Financial's IVE Position: Q1 2026 in Review

Lee Financial reduced its iShares S&P 500 Value ETF (IVE) stake by 11% in Q1 2026, selling an estimated $183K and leaving 6,851 shares worth $1.45M. The position accounts for 0.2% of the portfolio, ranked #52.

Lee Financial first reported a position in IVE in Q1 2019 and has held it in 29 quarters since. The position peaked at $2.14M in Q2 2023. 1,704 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

  • Lee Financial held 6,851 shares of iShares S&P 500 Value ETF worth $1.45M as of Q1 2026.
  • Lee Financial sold 844 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $183K.
  • iShares S&P 500 Value ETF made up 0.2% of Lee Financial's portfolio in Q1 2026, its #52 holding.
  • Lee Financial first reported a position in iShares S&P 500 Value ETF in Q1 2019 and has held it in 29 quarters since.
  • Lee Financial's iShares S&P 500 Value ETF position peaked at $2.14M in Q2 2023.
  • 1,704 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Lee Financial's 13F filing for Q1 2026, filed 13 Apr 2026.