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

Sacks & Associates’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 		$15.8M Sell
68,183
-1,436
-2% -$321K 10.66% 1
2026
Q1 		$14.7M Sell
69,619
-389
-0.6% -$84.2K 10.93% 1
2025
Q4 		$14.8M Buy
+70,008
New +$14.7M 10.9% 1

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

Sacks & Associates's IVE Position: Q2 2026 in Review

Sacks & Associates reduced its iShares S&P 500 Value ETF (IVE) stake by 2.1% in Q2 2026, selling an estimated $321K and leaving 68,183 shares worth $15.8M. The position accounts for 10.66% of the portfolio, ranked #1.

Sacks & Associates first reported a position in IVE in Q4 2025 and has held it in 3 quarters since. 1,753 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Sacks & Associates held 68,183 shares of iShares S&P 500 Value ETF worth $15.8M as of Q2 2026.
  • Sacks & Associates sold 1,436 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $321K.
  • iShares S&P 500 Value ETF made up 10.66% of Sacks & Associates's portfolio in Q2 2026, its #1 holding.
  • Sacks & Associates first reported a position in iShares S&P 500 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,753 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Sacks & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.