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

LifePlan Investment 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	$3.84M	Sell	16,913 -4,329	-20%	-$967K	1.32%	29
2026 Q1	$4.49M	Buy	21,242 +4,073	+24%	+$882K	1.76%	19
2025 Q4	$3.64M	Buy	17,169 +1,087	+7%	+$228K	1.48%	28
2025 Q3	$3.32M	Buy	16,082 +2,561	+19%	+$514K	1.39%	30
2025 Q2	$2.64M	Buy	13,521 +2,142	+19%	+$399K	1.31%	34
2025 Q1	$2.17M	Buy	11,379 +4,871	+75%	+$943K	1.25%	30
2024 Q4	$1.24M	Buy	6,508 +590	+10%	+$117K	0.77%	38
2024 Q3	$1.17M	Buy	5,918 +364	+7%	+$69.1K	0.75%	37
2024 Q2	$1.01M	Buy	5,554 +691	+14%	+$126K	0.73%	37
2024 Q1	$908K	Buy	+4,863	New	+$864K	0.72%	34

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

LifePlan Investment Advisors's IVE Position: Q2 2026 in Review

LifePlan Investment Advisors reduced its iShares S&P 500 Value ETF (IVE) stake by 20% in Q2 2026, selling an estimated $967K and leaving 16,913 shares worth $3.84M. The position accounts for 1.32% of the portfolio, ranked #29.

LifePlan Investment Advisors first reported a position in IVE in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.49M in Q1 2026. 1,767 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

LifePlan Investment Advisors held 16,913 shares of iShares S&P 500 Value ETF worth $3.84M as of Q2 2026.
LifePlan Investment Advisors sold 4,329 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $967K.
iShares S&P 500 Value ETF made up 1.32% of LifePlan Investment Advisors's portfolio in Q2 2026, its #29 holding.
LifePlan Investment Advisors first reported a position in iShares S&P 500 Value ETF in Q1 2024 and has held it in 10 quarters since.
LifePlan Investment Advisors's iShares S&P 500 Value ETF position peaked at $4.49M in Q1 2026.
1,767 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on LifePlan Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.