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LJI Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History

LJI Wealth Management’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 		$548K Buy
2,413
+260
+12% +$58.1K 0.08% 104
2026
Q1 		$455K Sell
2,153
-245
-10% -$53K 0.07% 113
2025
Q4 		$509K Buy
2,398
+589
+33% +$123K 0.08% 110
2025
Q3 		$374K Sell
1,809
-554
-23% -$111K 0.07% 118
2025
Q2 		$462K Buy
2,363
+50
+2% +$9.31K 0.08% 101
2025
Q1 		$441K Sell
2,313
-50
-2% -$9.68K 0.09% 94
2024
Q4 		$451K Sell
2,363
-223
-9% -$44.2K 0.09% 98
2024
Q3 		$510K Buy
2,586
+1
+0% +$190 0.1% 103
2024
Q2 		$471K Buy
2,585
+26
+1% +$4.74K 0.1% 102
2024
Q1 		$478K Sell
2,559
-723
-22% -$129K 0.12% 83
2023
Q4 		$571K Buy
3,282
+44
+1% +$7.07K 0.15% 78
2023
Q3 		$498K Sell
3,238
-207,394
-98% -$33.5M 0.14% 79
2023
Q2 		$514K Buy
210,632
+207,503
+6,632% +$31.9M 0.15% 76
2023
Q1 		$475K Buy
3,129
+56
+2% +$8.46K 0.15% 75
2022
Q4 		$446K Buy
+3,073
New +$439K 0.16% 73

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LJI Wealth Management's IVE Position: Q2 2026 in Review

LJI Wealth Management increased its iShares S&P 500 Value ETF (IVE) stake by 12% in Q2 2026, buying an estimated $58.1K and bringing the position to 2,413 shares worth $548K. The position accounts for 0.08% of the portfolio, ranked #104.

LJI Wealth Management first reported a position in IVE in Q4 2022 and has held it in 15 quarters since. The position peaked at $571K in Q4 2023. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • LJI Wealth Management held 2,413 shares of iShares S&P 500 Value ETF worth $548K as of Q2 2026.
  • LJI Wealth Management bought 260 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $58.1K.
  • iShares S&P 500 Value ETF made up 0.08% of LJI Wealth Management's portfolio in Q2 2026, its #104 holding.
  • LJI Wealth Management first reported a position in iShares S&P 500 Value ETF in Q4 2022 and has held it in 15 quarters since.
  • LJI Wealth Management's iShares S&P 500 Value ETF position peaked at $571K in Q4 2023.
  • 1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.