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LexAurum Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

LexAurum 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 		$1.41M Buy
6,204
+61
+1% +$13.6K 0.16% 111
2026
Q1 		$1.3M Buy
+6,143
New +$1.33M 0.17% 114
2025
Q3 		$1.04M Buy
5,020
+1
+0% +$201 0.15% 117
2025
Q2 		$981K Buy
5,019
+117
+2% +$21.8K 0.15% 121
2025
Q1 		$934K Buy
4,902
+1,056
+27% +$204K 0.18% 120
2024
Q4 		$734K Buy
3,846
+1,233
+47% +$245K 0.15% 132
2024
Q3 		$515K Buy
2,613
+73
+3% +$13.9K 0.11% 162
2024
Q2 		$462K Buy
2,540
+118
+5% +$21.5K 0.11% 162
2024
Q1 		$452K Buy
+2,422
New +$431K 0.11% 164

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LexAurum Advisors's IVE Position: Q2 2026 in Review

LexAurum Advisors increased its iShares S&P 500 Value ETF (IVE) stake by 0.99% in Q2 2026, buying an estimated $13.6K and bringing the position to 6,204 shares worth $1.41M. The position accounts for 0.16% of the portfolio, ranked #111.

LexAurum Advisors first reported a position in IVE in Q1 2024 and has held it in 9 quarters since. 1,764 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • LexAurum Advisors held 6,204 shares of iShares S&P 500 Value ETF worth $1.41M as of Q2 2026.
  • LexAurum Advisors bought 61 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $13.6K.
  • iShares S&P 500 Value ETF made up 0.16% of LexAurum Advisors's portfolio in Q2 2026, its #111 holding.
  • LexAurum Advisors first reported a position in iShares S&P 500 Value ETF in Q1 2024 and has held it in 9 quarters since.
  • 1,764 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.