LMG Wealth Partners’s iShares S&P 500 Value ETF IVE Stock Holding History

LMG Wealth Partners’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	$11.4M	Buy	50,152 +2,178	+5%	+$487K	1.82%	14
2026 Q1	$10.1M	Buy	47,974 +963	+2%	+$209K	1.85%	15
2025 Q4	$9.97M	Buy	47,011 +2,013	+4%	+$422K	1.86%	14
2025 Q3	$9.29M	Buy	44,998 +448	+1%	+$90K	1.73%	13
2025 Q2	$8.71M	Sell	44,550 -44	-0.1%	-$8.2K	1.79%	15
2025 Q1	$8.5M	Sell	44,594 -788	-2%	-$152K	1.89%	13
2024 Q4	$8.66M	Buy	45,382 +82	+0.2%	+$16.3K	1.89%	13
2024 Q3	$8.93M	Buy	45,300 +261	+0.6%	+$49.6K	2.05%	12
2024 Q2	$8.2M	Buy	45,039 +385	+0.9%	+$70.1K	2.04%	13
2024 Q1	$8.34M	Sell	44,654 -316	-0.7%	-$56.2K	2.1%	13
2023 Q4	$7.82M	Sell	44,970 -57	-0.1%	-$9.16K	2.17%	14
2023 Q3	$6.93M	Buy	45,027 +828	+2%	+$134K	2.11%	15
2023 Q2	$7.12M	Buy	44,199 +256	+0.6%	+$39.4K	2.18%	14
2023 Q1	$6.67M	Buy	43,943 +779	+2%	+$118K	2.15%	14
2022 Q4	$6.59M	Buy	+43,164	New	+$6.16M	2.18%	13

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LMG Wealth Partners's IVE Position: Q2 2026 in Review

LMG Wealth Partners increased its iShares S&P 500 Value ETF (IVE) stake by 4.5% in Q2 2026, buying an estimated $487K and bringing the position to 50,152 shares worth $11.4M. The position accounts for 1.82% of the portfolio, ranked #14.

LMG Wealth Partners first reported a position in IVE in Q4 2022 and has held it in 15 quarters since. 1,583 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

LMG Wealth Partners held 50,152 shares of iShares S&P 500 Value ETF worth $11.4M as of Q2 2026.
LMG Wealth Partners bought 2,178 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $487K.
iShares S&P 500 Value ETF made up 1.82% of LMG Wealth Partners's portfolio in Q2 2026, its #14 holding.
LMG Wealth Partners first reported a position in iShares S&P 500 Value ETF in Q4 2022 and has held it in 15 quarters since.
1,583 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on LMG Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.