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Moody Lynn & Lieberson’s iShares S&P 500 Value ETF IVE Stock Holding History

Moody Lynn & Lieberson’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 		$411K Sell
1,810
-102
-5% -$22.8K 0.02% 189
2026
Q1 		$404K Sell
1,912
-200
-9% -$43.3K 0.02% 187
2025
Q4 		$448K Hold
2,112
– – 0.02% 183
2025
Q3 		$436K Hold
2,112
– – 0.02% 184
2025
Q2 		$413K Sell
2,112
-49
-2% -$9.13K 0.02% 186
2025
Q1 		$412K Hold
2,161
– – 0.03% 179
2024
Q4 		$412K Buy
2,161
+700
+48% +$139K 0.03% 182
2024
Q3 		$288K Hold
1,461
– – 0.02% 214
2024
Q2 		$266K Hold
1,461
– – 0.02% 206
2024
Q1 		$273K Sell
1,461
-175
-11% -$31.1K 0.02% 205
2023
Q4 		$284K Hold
1,636
– – 0.02% 199
2023
Q3 		$252K Hold
1,636
– – 0.02% 183
2023
Q2 		$264K Buy
+1,636
New +$252K 0.02% 194

Other funds holding IVE

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Moody Lynn & Lieberson's IVE Position: Q2 2026 in Review

Moody Lynn & Lieberson reduced its iShares S&P 500 Value ETF (IVE) stake by 5.3% in Q2 2026, selling an estimated $22.8K and leaving 1,810 shares worth $411K. The position accounts for 0.02% of the portfolio, ranked #189.

Moody Lynn & Lieberson first reported a position in IVE in Q2 2023 and has held it in 13 quarters since. The position peaked at $448K in Q4 2025. 616 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Moody Lynn & Lieberson held 1,810 shares of iShares S&P 500 Value ETF worth $411K as of Q2 2026.
  • Moody Lynn & Lieberson sold 102 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $22.8K.
  • iShares S&P 500 Value ETF made up 0.02% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #189 holding.
  • Moody Lynn & Lieberson first reported a position in iShares S&P 500 Value ETF in Q2 2023 and has held it in 13 quarters since.
  • Moody Lynn & Lieberson's iShares S&P 500 Value ETF position peaked at $448K in Q4 2025.
  • 616 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.