Leelyn Smith’s iShares S&P 500 Value ETF IVE Stock Holding History

Leelyn Smith’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	–	Sell	-1,152	Closed	-$244K	–	159
2025 Q4	$244K	Hold	1,152	–	–	0.04%	141
2025 Q3	$238K	Hold	1,152	–	–	0.04%	132
2025 Q2	$225K	Hold	1,152	–	–	0.04%	123
2025 Q1	$220K	Hold	1,152	–	–	0.04%	121
2024 Q4	$220K	Buy	+1,152	New	+$228K	0.04%	125
2024 Q1	–	Sell	-2,108	Closed	-$367K	–	127
2023 Q4	$367K	Hold	2,108	–	–	0.08%	107
2023 Q3	$324K	Hold	2,108	–	–	0.08%	102
2023 Q2	$340K	Sell	2,108 -42	-2%	-$6.46K	0.08%	101
2023 Q1	$326K	Buy	2,150 +84	+4%	+$12.7K	0.08%	101
2022 Q4	$300K	Buy	2,066 +1,982	+2,360%	+$283K	0.08%	104
2022 Q3	$11K	Sell	84 -1,982	-96%	-$281K	﹤0.01%	279
2022 Q2	$284K	Hold	2,066	–	–	0.07%	107
2022 Q1	$322K	Hold	2,066	–	–	0.08%	98
2021 Q4	$324K	Hold	2,066	–	–	0.09%	96
2021 Q3	$300K	Hold	2,066	–	–	0.09%	96
2021 Q2	$305K	Hold	2,066	–	–	0.09%	98
2021 Q1	$292K	Hold	2,066	–	–	0.09%	107
2020 Q4	$264K	Hold	2,066	–	–	0.08%	108
2020 Q3	$232K	Sell	2,066 -2,156	-51%	-$244K	0.08%	110
2020 Q2	$457K	Hold	4,222	–	–	0.19%	87
2020 Q1	$406K	Buy	+4,222	New	+$502K	0.22%	79

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

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

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

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

Leelyn Smith's IVE Position: Q1 2026 in Review

Leelyn Smith sold out of iShares S&P 500 Value ETF (IVE) in Q1 2026, closing a stake of 1,152 shares — an estimated $244K sold.

Leelyn Smith first reported a position in IVE in Q1 2020 and held it in 21 quarters. The position peaked at $457K in Q2 2020. 1,715 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

Leelyn Smith reported no remaining iShares S&P 500 Value ETF position as of Q1 2026 after selling out during the quarter.
Leelyn Smith sold 1,152 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $244K.
Leelyn Smith first reported a position in iShares S&P 500 Value ETF in Q1 2020 and held it in 21 quarters.
Leelyn Smith's iShares S&P 500 Value ETF position peaked at $457K in Q2 2020.
1,715 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Leelyn Smith's 13F filing for Q1 2026, filed 27 Apr 2026.