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

Sachetta’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 		$2.03M Buy
8,954
+11
+0.1% +$2.46K 0.99% 21
2026
Q1 		$1.89M Buy
8,943
+5
+0.1% +$1.08K 1.02% 22
2025
Q4 		$1.9M Sell
8,938
-515
-5% -$108K 1.04% 24
2025
Q3 		$1.95M Buy
9,453
+1
+0% +$201 0.73% 30
2025
Q2 		$1.85M Sell
9,452
-256
-3% -$47.7K 0.73% 28
2025
Q1 		$1.85M Sell
9,708
-21
-0.2% -$4.06K 0.76% 26
2024
Q4 		$1.86M Buy
9,729
+143
+1% +$28.4K 0.73% 24
2024
Q3 		$1.89M Buy
9,586
+6
+0.1% +$1.14K 0.75% 24
2024
Q2 		$1.82M Sell
9,580
-333
-3% -$60.6K 0.79% 20
2024
Q1 		$1.72M Buy
9,913
+4
+0% +$711 0.82% 19
2023
Q4 		$1.72M Buy
+9,909
New +$1.59M 0.82% 19

Other funds holding IVE

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sachetta's IVE Position: Q2 2026 in Review

Sachetta increased its iShares S&P 500 Value ETF (IVE) stake by 0.12% in Q2 2026, buying an estimated $2.46K and bringing the position to 8,954 shares worth $2.03M. The position accounts for 0.99% of the portfolio, ranked #21.

Sachetta first reported a position in IVE in Q4 2023 and has held it in 11 quarters since. 368 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Sachetta held 8,954 shares of iShares S&P 500 Value ETF worth $2.03M as of Q2 2026.
  • Sachetta bought 11 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $2.46K.
  • iShares S&P 500 Value ETF made up 0.99% of Sachetta's portfolio in Q2 2026, its #21 holding.
  • Sachetta first reported a position in iShares S&P 500 Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 368 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.