IVE — ISHARES TR

Ownership history in Lighthouse Financial LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Lighthouse Financial LLC reported a position in ISHARES TR (IVE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
5.62% (2025 Q1)
Avg. % of fund
4.5%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 24,585 -820 -3.2% 3.41% $5.2M $211.29
2025 Q3 REDUCED 25,405 -5,774 -18.5% 3.46% $5.2M $204.79
2025 Q2 REDUCED 31,179 -2,970 -8.7% 4.67% $6.1M $192.97
2025 Q1 REDUCED 34,149 -500 -1.4% 5.62% $6.5M $187.40
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IVE price (monthly, adj. close)

Other funds also holding IVE

As of 2025 Q4 — sorted by position size

Foundation Wealth Management, LLC 3Y 25.38% LPWM LLC 3Y 17.62% LVZ, Inc. 3Y 7Y 14.04% Thoma Capital Management LLC 13.46% ENCOMPASS WEALTH ADVISORS, LLC 3Y 12.44% hemming& Wealth Management, Inc. 12.4% Powell Investment Advisors, LLC 3Y 11.36% Michelson Medical Research Foundation, Inc. 3Y 11.03% FINANCIAL LIFE ADVISORS 3Y 7Y 10.87% SOFI WEALTH, LLC 3Y 10.32%
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