Luminist Capital’s iShares S&P 500 Value ETF IVE Stock Holding History

Luminist Capital’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 Q3	$5.25K	Buy	+23	New	+$5.37K	0.01%	273

Other funds holding IVE

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Luminist Capital's IVE Position: Q3 2026 in Review

Luminist Capital opened a new position in iShares S&P 500 Value ETF (IVE) in Q3 2026: 23 shares worth $5.25K. The stake represents 0.01% of the portfolio and ranks #273 among its holdings.

1,253 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

Luminist Capital held 23 shares of iShares S&P 500 Value ETF worth $5.25K as of Q3 2026.
iShares S&P 500 Value ETF was a new Luminist Capital position in Q3 2026.
iShares S&P 500 Value ETF made up 0.01% of Luminist Capital's portfolio in Q3 2026, its #273 holding.
1,253 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Luminist Capital's 13F filing for Q3 2026, filed 10 Nov 2026.