IVE — ISHARES

Ownership history in LVZ, Inc.  ·  49 quarters on record

This page tracks every 13F SEC filing in which LVZ, Inc. reported a position in ISHARES (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
14.04% (2025 Q4)
Avg. % of fund
10.25%
First filed
2013 Q4
Last filed
2025 Q4
Quarters held
49
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 592,080 -3,246 -0.5% 14.04% $125.6M $212.07
2025 Q3 ADDED 595,326 +145,720 +32.4% 13.97% $122.9M $205.55
2025 Q2 ADDED 449,606 +8,641 +2.0% 10.53% $87.9M $193.68
2025 Q1 ADDED 440,965 +3,999 +0.9% 11.03% $84.0M $188.09
45 older quarters 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% 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% Signature Wealth Management Partners, LLC 3Y 10.17%
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