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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
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
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

LifePlan Investment Advisors's IVE Position: Q1 2026 in Review

LifePlan Investment Advisors increased its iShares S&P 500 Value ETF (IVE) stake by 24% in Q1 2026, buying an estimated $882K and bringing the position to 21,242 shares worth $4.49M. The position accounts for 1.76% of the portfolio, ranked #19.

LifePlan Investment Advisors first reported a position in IVE in Q1 2024 and has held it in 9 quarters since. 1,705 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

  • LifePlan Investment Advisors held 21,242 shares of iShares S&P 500 Value ETF worth $4.49M as of Q1 2026.
  • LifePlan Investment Advisors bought 4,073 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $882K.
  • iShares S&P 500 Value ETF made up 1.76% of LifePlan Investment Advisors's portfolio in Q1 2026, its #19 holding.
  • LifePlan Investment Advisors first reported a position in iShares S&P 500 Value ETF in Q1 2024 and has held it in 9 quarters since.
  • 1,705 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on LifePlan Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.