Lugano Financial Advisors SA (LFA)’s iShares S&P 500 Value ETF IVE Stock Holding History

Lugano Financial Advisors SA (LFA)’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	$318K	Hold	1,400	–	–	0.19%	59
2026 Q1	$296K	Hold	1,400	–	–	0.15%	59
2025 Q4	$297K	Hold	1,400	–	–	0.15%	65
2025 Q3	$289K	Hold	1,400	–	–	0.15%	64
2025 Q2	$274K	Hold	1,400	–	–	0.16%	62
2025 Q1	$267K	Hold	1,400	–	–	0.18%	59
2024 Q4	$267K	Hold	1,400	–	–	0.17%	61
2024 Q3	$276K	Hold	1,400	–	–	0.19%	58
2024 Q2	$255K	Hold	1,400	–	–	0.19%	56
2024 Q1	$262K	Buy	+1,400	New	+$249K	0.19%	58
2023 Q4	–	Sell	-1,400	Closed	-$215K	–	193
2023 Q3	$215K	Hold	1,400	–	–	0.18%	51
2023 Q2	$226K	Buy	+1,400	New	+$215K	0.15%	69
2022 Q3	–	Sell	-100	Closed	-$13K	–	127
2022 Q2	$13K	Buy	+100	New	+$14.8K	0.01%	114

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

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

Lugano Financial Advisors SA (LFA)'s IVE Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 1,400 shares worth $318K. The position accounts for 0.19% of the portfolio, ranked #59.

Lugano Financial Advisors SA (LFA) first reported a position in IVE in Q2 2022 and has held it in 13 quarters since. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Lugano Financial Advisors SA (LFA) held 1,400 shares of iShares S&P 500 Value ETF worth $318K as of Q2 2026.
Lugano Financial Advisors SA (LFA) left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
iShares S&P 500 Value ETF made up 0.19% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #59 holding.
Lugano Financial Advisors SA (LFA) first reported a position in iShares S&P 500 Value ETF in Q2 2022 and has held it in 13 quarters since.
1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.