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

Lifelong Wealth 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	$9.52M	Sell	41,936 -2,329	-5%	-$520K	2.24%	10
2026 Q1	$9.35M	Buy	44,265 +4,258	+11%	+$922K	2.48%	8
2025 Q4	$8.48M	Buy	40,007 +14,504	+57%	+$3.04M	2.25%	10
2025 Q3	$5.27M	Buy	25,503 +2,719	+12%	+$546K	1.57%	13
2025 Q2	$4.45M	Buy	22,784 +2,102	+10%	+$392K	1.48%	13
2025 Q1	$3.94M	Buy	20,682 +6,050	+41%	+$1.17M	1.85%	9
2024 Q4	$2.79M	Buy	+14,632	New	+$2.9M	1.26%	14

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

Lifelong Wealth Advisors's IVE Position: Q2 2026 in Review

Lifelong Wealth Advisors reduced its iShares S&P 500 Value ETF (IVE) stake by 5.3% in Q2 2026, selling an estimated $520K and leaving 41,936 shares worth $9.52M. The position accounts for 2.24% of the portfolio, ranked #10.

Lifelong Wealth Advisors first reported a position in IVE in Q4 2024 and has held it in 7 quarters since. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Lifelong Wealth Advisors held 41,936 shares of iShares S&P 500 Value ETF worth $9.52M as of Q2 2026.
Lifelong Wealth Advisors sold 2,329 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $520K.
iShares S&P 500 Value ETF made up 2.24% of Lifelong Wealth Advisors's portfolio in Q2 2026, its #10 holding.
Lifelong Wealth Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2024 and has held it in 7 quarters since.
1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Lifelong Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.