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Sage Investment Advisers’s iShares S&P 500 Value ETF IVE Stock Holding History

Sage Investment Advisers’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 		$4.14M Buy
18,244
+699
+4% +$156K 2.79% 7
2026
Q1 		$3.71M Sell
17,545
-1,170
-6% -$253K 2.75% 10
2025
Q4 		$3.97M Buy
+18,715
New +$3.92M 2.98% 6
2024
Q3 		$2.96M Buy
15,017
+570
+4% +$108K 3.1% 10
2024
Q2 		$2.63M Buy
14,447
+1,858
+15% +$338K 2.97% 10
2024
Q1 		$2.35M Sell
12,589
-73
-0.6% -$13K 2.7% 12
2023
Q4 		$2.2M Buy
12,662
+1,053
+9% +$169K 2.67% 10
2023
Q3 		$1.79M Sell
11,609
-17
-0.1% -$2.75K 2.45% 15
2023
Q2 		$1.87M Sell
11,626
-208
-2% -$32K 2.5% 15
2023
Q1 		$1.8M Buy
11,834
+1,119
+10% +$169K 2.4% 14
2022
Q4 		$1.55M Sell
10,715
-490
-4% -$70K 2.22% 14
2022
Q3 		$1.44M Buy
11,205
+1,837
+20% +$260K 2.27% 16
2022
Q2 		$1.29M Buy
9,368
+1,366
+17% +$202K 2.02% 16
2022
Q1 		$1.25M Buy
8,002
+710
+10% +$109K 1.65% 23
2021
Q4 		$1.14M Buy
+7,292
New +$1.11M 1.47% 23

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

Sage Investment Advisers's IVE Position: Q2 2026 in Review

Sage Investment Advisers increased its iShares S&P 500 Value ETF (IVE) stake by 4% in Q2 2026, buying an estimated $156K and bringing the position to 18,244 shares worth $4.14M. The position accounts for 2.79% of the portfolio, ranked #7.

Sage Investment Advisers first reported a position in IVE in Q4 2021 and has held it in 15 quarters since. 1,764 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Sage Investment Advisers held 18,244 shares of iShares S&P 500 Value ETF worth $4.14M as of Q2 2026.
  • Sage Investment Advisers bought 699 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $156K.
  • iShares S&P 500 Value ETF made up 2.79% of Sage Investment Advisers's portfolio in Q2 2026, its #7 holding.
  • Sage Investment Advisers first reported a position in iShares S&P 500 Value ETF in Q4 2021 and has held it in 15 quarters since.
  • 1,764 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Sage Investment Advisers's 13F filing for Q2 2026, filed 9 Jul 2026.