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Salomon & Ludwin’s iShares S&P 500 Value ETF IVE Stock Holding History

Salomon & Ludwin’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 		$40.8M Sell
179,309
-6,732
-4% -$1.5M 3.36% 7
2026
Q1 		$39.4M Sell
186,041
-3,931
-2% -$851K 3.52% 7
2025
Q4 		$40.8M Sell
189,972
-3,557
-2% -$745K 3.61% 7
2025
Q3 		$40.2M Sell
193,529
-2,964
-2% -$595K 3.62% 7
2025
Q2 		$38.8M Sell
196,493
-2,079
-1% -$387K 3.83% 7
2025
Q1 		$37.8M Sell
198,572
-6,444
-3% -$1.25M 4.03% 7
2024
Q4 		$39.1M Sell
205,016
-11,677
-5% -$2.32M 4.15% 7
2024
Q3 		$42.7M Sell
216,693
-17,488
-7% -$3.32M 4.35% 7
2024
Q2 		$42.6M Sell
234,181
-77,149
-25% -$14.1M 4.76% 5
2024
Q1 		$58.2M Sell
311,330
-3,929
-1% -$698K 5% 4
2023
Q4 		$48.4M Hold
315,259
– – 5.06% 4
2023
Q3 		$48.4M Buy
315,259
+1,704
+0.5% +$275K 5.06% 4
2023
Q2 		$50.5M Buy
313,555
+2,783
+0.9% +$428K 5.38% 4
2023
Q1 		$47.2M Buy
310,772
+3,141
+1% +$475K 5.62% 4
2022
Q4 		$44.6M Sell
307,631
-948
-0.3% -$135K 5.66% 2
2022
Q3 		$39.7M Sell
308,579
-340
-0.1% -$48.2K 5.95% 4
2022
Q2 		$42.5M Sell
308,919
-4,704
-1% -$694K 6.57% 4
2022
Q1 		$48.8M Sell
313,623
-5,507
-2% -$847K 7.08% 3
2021
Q4 		$50M Sell
319,130
-2,610
-0.8% -$397K 7.08% 3
2021
Q3 		$46.8M Buy
321,740
+2,534
+0.8% +$378K 7.28% 3
2021
Q2 		$47.1M Buy
319,206
+4,739
+2% +$698K 7.39% 3
2021
Q1 		$44.4M Sell
314,467
-626
-0.2% -$84.3K 7.54% 2
2020
Q4 		$40.3M Sell
315,093
-8,267
-3% -$1,000K 7.48% 3
2020
Q3 		$36.4M Sell
323,360
-7,410
-2% -$840K 7.57% 3
2020
Q2 		$35.8M Sell
330,770
-115,185
-26% -$12.2M 7.71% 3
2020
Q1 		$42.9M Buy
445,955
+20,607
+5% +$2.45M 11.04% 2
2019
Q4 		$55.3M Sell
425,348
-22,339
-5% -$2.78M 10.98% 2
2019
Q3 		$53.3M Sell
447,687
-4,843
-1% -$568K 10.79% 2
2019
Q2 		$52.8M Buy
452,530
+9,602
+2% +$1.1M 10.66% 2
2019
Q1 		$49.9M Buy
442,928
+6,698
+2% +$736K 10.29% 2
2018
Q4 		$44.1M Buy
+436,230
New +$47.7M 10.19% 2

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Salomon & Ludwin's IVE Position: Q2 2026 in Review

Salomon & Ludwin reduced its iShares S&P 500 Value ETF (IVE) stake by 3.6% in Q2 2026, selling an estimated $1.5M and leaving 179,309 shares worth $40.8M. The position accounts for 3.36% of the portfolio, ranked #7.

Salomon & Ludwin first reported a position in IVE in Q4 2018 and has held it in 31 quarters since. The position peaked at $58.2M in Q1 2024. 1,766 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Salomon & Ludwin held 179,309 shares of iShares S&P 500 Value ETF worth $40.8M as of Q2 2026.
  • Salomon & Ludwin sold 6,732 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $1.5M.
  • iShares S&P 500 Value ETF made up 3.36% of Salomon & Ludwin's portfolio in Q2 2026, its #7 holding.
  • Salomon & Ludwin first reported a position in iShares S&P 500 Value ETF in Q4 2018 and has held it in 31 quarters since.
  • Salomon & Ludwin's iShares S&P 500 Value ETF position peaked at $58.2M in Q1 2024.
  • 1,766 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.