Oliver Lagore Vanvalin Investment Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Oliver Lagore Vanvalin Investment 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
2025 Q2	$431K	Buy	+2,264	New	+$422K	0.17%	99
2024 Q4	$310K	Buy	1,625 +21	+1%	+$4.17K	0.08%	104
2024 Q3	$316K	Sell	1,604 -138	-8%	-$26.2K	0.08%	100
2024 Q2	$317K	Sell	1,742 -95	-5%	-$17.3K	0.09%	95
2024 Q1	$343K	Buy	1,837 +1,835	+91,750%	+$326K	0.1%	102
2023 Q4	$430	Hold	2	–	–	﹤0.01%	693
2023 Q3	$377	Hold	2	–	–	﹤0.01%	778
2023 Q2	$395	Sell	2 -25	-93%	-$3.85K	﹤0.01%	729
2023 Q1	$4.09K	Sell	27 -192	-88%	-$29K	﹤0.01%	514
2022 Q4	$31.8K	Buy	219 +125	+133%	+$17.8K	0.02%	219
2022 Q3	$12K	Sell	94 -5,502	-98%	-$780K	0.01%	314
2022 Q2	$769K	Sell	5,596 -2,361	-30%	-$348K	0.45%	35
2022 Q1	$1.24M	Buy	+7,957	New	+$1.22M	0.83%	23

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Oliver Lagore Vanvalin Investment Group's IVE Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in iShares S&P 500 Value ETF (IVE) in Q2 2025: 2,264 shares worth $431K. The stake represents 0.17% of the portfolio and ranks #99 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in IVE as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in IVE in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.24M in Q1 2022. 1,540 funds tracked by Wall St. Rank hold IVE as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 2,264 shares of iShares S&P 500 Value ETF worth $431K as of Q2 2025.
iShares S&P 500 Value ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
iShares S&P 500 Value ETF made up 0.17% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #99 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in iShares S&P 500 Value ETF in Q1 2022 and has held it in 13 quarters since.
Oliver Lagore Vanvalin Investment Group's iShares S&P 500 Value ETF position peaked at $1.24M in Q1 2022.
1,540 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.