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 Q2	$317K	Buy	1,397 +118	+9%	+$26.4K	0.02%	96
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

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

Sage Financial Group's IVE Position: Q2 2026 in Review

Sage Financial Group increased its iShares S&P 500 Value ETF (IVE) stake by 9.2% in Q2 2026, buying an estimated $26.4K and bringing the position to 1,397 shares worth $317K. The position accounts for 0.02% of the portfolio, ranked #96.

Sage Financial Group first reported a position in IVE in Q2 2023 and has held it in 12 quarters since. 1,766 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Sage Financial Group held 1,397 shares of iShares S&P 500 Value ETF worth $317K as of Q2 2026.
Sage Financial Group bought 118 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $26.4K.
iShares S&P 500 Value ETF made up 0.02% of Sage Financial Group's portfolio in Q2 2026, its #96 holding.
Sage Financial Group first reported a position in iShares S&P 500 Value ETF in Q2 2023 and has held it in 12 quarters since.
1,766 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Sage Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.