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LifeSteps Financial’s iShares S&P 500 Value ETF IVE Stock Holding History

LifeSteps Financial’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 		$344K Buy
1,516
+503
+50% +$112K 0.16% 73
2026
Q1 		$214K Sell
1,013
-58
-5% -$12.6K 0.14% 89
2025
Q4 		$227K Buy
1,071
+89
+9% +$18.7K 0.15% 83
2025
Q3 		$203K Buy
+982
New +$197K 0.13% 87
2024
Q2 		– Sell
-673
Closed -$126K – 235
2024
Q1 		$126K Buy
+673
New +$120K 0.09% 100

Other funds holding IVE

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

LifeSteps Financial's IVE Position: Q2 2026 in Review

LifeSteps Financial increased its iShares S&P 500 Value ETF (IVE) stake by 50% in Q2 2026, buying an estimated $112K and bringing the position to 1,516 shares worth $344K. The position accounts for 0.16% of the portfolio, ranked #73.

LifeSteps Financial first reported a position in IVE in Q1 2024 and has held it in 5 quarters since. 814 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • LifeSteps Financial held 1,516 shares of iShares S&P 500 Value ETF worth $344K as of Q2 2026.
  • LifeSteps Financial bought 503 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $112K.
  • iShares S&P 500 Value ETF made up 0.16% of LifeSteps Financial's portfolio in Q2 2026, its #73 holding.
  • LifeSteps Financial first reported a position in iShares S&P 500 Value ETF in Q1 2024 and has held it in 5 quarters since.
  • 814 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.