Pacific Sage Partners’s iShares S&P 500 Value ETF IVE Stock Holding History

Pacific Sage Partners’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	$334K	Hold	1,472	–	–	0.05%	90
2026 Q1	$311K	Sell	1,472 -292	-17%	-$63.2K	0.05%	92
2025 Q4	$374K	Hold	1,764	–	–	0.06%	84
2025 Q3	$364K	Hold	1,764	–	–	0.06%	79
2025 Q2	$345K	Buy	+1,764	New	+$329K	0.07%	74
2024 Q3	–	Sell	-3,330	Closed	-$606K	–	106
2024 Q2	$606K	Hold	3,330	–	–	0.15%	48
2024 Q1	$622K	Buy	3,330 +1,147	+53%	+$204K	0.16%	49
2023 Q4	$380K	Hold	2,183	–	–	0.1%	62
2023 Q3	$336K	Hold	2,183	–	–	0.1%	63
2023 Q2	$352K	Buy	+2,183	New	+$336K	0.1%	62

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Pacific Sage Partners's IVE Position: Q2 2026 in Review

Pacific Sage Partners held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 1,472 shares worth $334K. The position accounts for 0.05% of the portfolio, ranked #90.

Pacific Sage Partners first reported a position in IVE in Q2 2023 and has held it in 10 quarters since. The position peaked at $622K in Q1 2024. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Pacific Sage Partners held 1,472 shares of iShares S&P 500 Value ETF worth $334K as of Q2 2026.
Pacific Sage Partners left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
iShares S&P 500 Value ETF made up 0.05% of Pacific Sage Partners's portfolio in Q2 2026, its #90 holding.
Pacific Sage Partners first reported a position in iShares S&P 500 Value ETF in Q2 2023 and has held it in 10 quarters since.
Pacific Sage Partners's iShares S&P 500 Value ETF position peaked at $622K in Q1 2024.
1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Pacific Sage Partners's 13F filing for Q2 2026, filed 6 Aug 2026.