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

LiftPoint Family 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	$7.99M	Sell	35,195 -5,732	-14%	-$1.28M	5.42%	5
2026 Q1	$8.64M	Buy	40,927 +420	+1%	+$90.9K	7.16%	5
2025 Q4	$8.59M	Buy	+40,507	New	+$8.49M	7.33%	4

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

LiftPoint Family Wealth Advisors's IVE Position: Q2 2026 in Review

LiftPoint Family Wealth Advisors reduced its iShares S&P 500 Value ETF (IVE) stake by 14% in Q2 2026, selling an estimated $1.28M and leaving 35,195 shares worth $7.99M. The position accounts for 5.42% of the portfolio, ranked #5.

LiftPoint Family Wealth Advisors first reported a position in IVE in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.64M in Q1 2026. 1,769 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

LiftPoint Family Wealth Advisors held 35,195 shares of iShares S&P 500 Value ETF worth $7.99M as of Q2 2026.
LiftPoint Family Wealth Advisors sold 5,732 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $1.28M.
iShares S&P 500 Value ETF made up 5.42% of LiftPoint Family Wealth Advisors's portfolio in Q2 2026, its #5 holding.
LiftPoint Family Wealth Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2025 and has held it in 3 quarters since.
LiftPoint Family Wealth Advisors's iShares S&P 500 Value ETF position peaked at $8.64M in Q1 2026.
1,769 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on LiftPoint Family Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.