LPL Financial’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
LPL Financial's IVE Position: Q1 2026 in Review
LPL Financial reduced its iShares S&P 500 Value ETF (IVE) stake by 4.6% in Q1 2026, selling an estimated $110M and leaving 10,505,241 shares worth $2.22B. The position accounts for 0.59% of the portfolio, ranked #26.
LPL Financial first reported a position in IVE in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.34B in Q4 2025. 1,705 funds tracked by Wall St. Rank hold IVE as of Q1 2026.
- LPL Financial held 10,505,241 shares of iShares S&P 500 Value ETF worth $2.22B as of Q1 2026.
- LPL Financial sold 508,018 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $110M.
- iShares S&P 500 Value ETF made up 0.59% of LPL Financial's portfolio in Q1 2026, its #26 holding.
- LPL Financial first reported a position in iShares S&P 500 Value ETF in Q2 2013 and has held it in 52 quarters since.
- LPL Financial's iShares S&P 500 Value ETF position peaked at $2.34B in Q4 2025.
- 1,705 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.
Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.