Sage Financial Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Sage Financial Group’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 Q3	$204K	Sell	894 -503	-36%	-$117K	0.01%	115
2026 Q2	$317K	Buy	1,397 +118	+9%	+$26.4K	0.02%	95
2026 Q1	$270K	Buy	1,279 +3	+0.2%	+$650	0.02%	96
2025 Q4	$271K	Sell	1,276 -13	-1%	-$2.72K	0.02%	94
2025 Q3	$266K	Buy	1,289 +20	+2%	+$4.02K	0.02%	94
2025 Q2	$248K	Buy	1,269 +3	+0.2%	+$559	0.02%	95
2025 Q1	$241K	Buy	1,266 +3	+0.2%	+$581	0.02%	95
2024 Q4	$241K	Buy	1,263 +4	+0.3%	+$793	0.02%	96
2024 Q3	$248K	Buy	1,259 +4	+0.3%	+$760	0.02%	97
2024 Q2	$228K	Buy	1,255 +4	+0.3%	+$729	0.02%	99
2024 Q1	$234K	Buy	1,251 +3	+0.2%	+$533	0.02%	99
2023 Q4	$217K	Buy	+1,248	New	+$201K	0.02%	98
2023 Q3	–	Sell	-1,241	Closed	-$200K	–	100
2023 Q2	$200K	Buy	+1,241	New	+$191K	0.02%	98

Other funds holding IVE

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Sage Financial Group's IVE Position: Q3 2026 in Review

Sage Financial Group reduced its iShares S&P 500 Value ETF (IVE) stake by 36% in Q3 2026, selling an estimated $117K and leaving 894 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #115.

Sage Financial Group first reported a position in IVE in Q2 2023 and has held it in 13 quarters since. The position peaked at $317K in Q2 2026. 1,270 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

Sage Financial Group held 894 shares of iShares S&P 500 Value ETF worth $204K as of Q3 2026.
Sage Financial Group sold 503 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $117K.
iShares S&P 500 Value ETF made up 0.01% of Sage Financial Group's portfolio in Q3 2026, its #115 holding.
Sage Financial Group first reported a position in iShares S&P 500 Value ETF in Q2 2023 and has held it in 13 quarters since.
Sage Financial Group's iShares S&P 500 Value ETF position peaked at $317K in Q2 2026.
1,270 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Sage Financial Group's 13F filing for Q3 2026, filed 27 Oct 2026.