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

Lynx Capital Group’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 		$8.53M Buy
37,588
+4,743
+14% +$1.06M 3.45% 4
2026
Q1 		$6.94M Sell
32,845
-762
-2% -$165K 3.23% 3
2025
Q4 		$7.13M Buy
33,607
+822
+3% +$172K 3.27% 3
2025
Q3 		$6.77M Sell
32,785
-54
-0.2% -$10.8K 3.14% 4
2025
Q2 		$6.42M Sell
32,839
-409
-1% -$76.2K 3.1% 4
2025
Q1 		$6.34M Buy
33,248
+5,377
+19% +$1.04M 3.26% 4
2024
Q4 		$5.32M Buy
27,871
+3,093
+12% +$613K 3.06% 6
2024
Q3 		$4.89M Buy
24,778
+21
+0.1% +$3.99K 3.17% 5
2024
Q2 		$4.51M Buy
24,757
+1,091
+5% +$199K 3.12% 5
2024
Q1 		$4.42M Buy
23,666
+1,454
+7% +$258K 2.98% 5
2023
Q4 		$3.86M Buy
+22,212
New +$3.57M 2.81% 5

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

Lynx Capital Group's IVE Position: Q2 2026 in Review

Lynx Capital Group increased its iShares S&P 500 Value ETF (IVE) stake by 14% in Q2 2026, buying an estimated $1.06M and bringing the position to 37,588 shares worth $8.53M. The position accounts for 3.45% of the portfolio, ranked #4.

Lynx Capital Group first reported a position in IVE in Q4 2023 and has held it in 11 quarters since. 1,706 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Lynx Capital Group held 37,588 shares of iShares S&P 500 Value ETF worth $8.53M as of Q2 2026.
  • Lynx Capital Group bought 4,743 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $1.06M.
  • iShares S&P 500 Value ETF made up 3.45% of Lynx Capital Group's portfolio in Q2 2026, its #4 holding.
  • Lynx Capital Group first reported a position in iShares S&P 500 Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,706 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Lynx Capital Group's 13F filing for Q2 2026, filed 12 Aug 2026.