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Sage Mountain Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Sage Mountain Advisors’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
Q1 		$499K Sell
2,362
-11
-0.5% -$2.38K 0.03% 135
2025
Q4 		$503K Hold
2,373
– – 0.03% 271
2025
Q3 		$490K Hold
2,373
– – 0.03% 279
2025
Q2 		$464K Sell
2,373
-349
-13% -$65K 0.03% 254
2025
Q1 		$519K Sell
2,722
-264
-9% -$51.1K 0.04% 214
2024
Q4 		$570K Buy
2,986
+857
+40% +$170K 0.04% 188
2024
Q3 		$420K Buy
2,129
+1,747
+457% +$332K 0.04% 231
2024
Q2 		$69.5K Hold
382
– – 0.01% 376
2024
Q1 		$71.4K Buy
382
+1
+0.3% +$178 0.01% 352
2023
Q4 		$66.2K Buy
381
+2
+0.5% +$321 0.01% 301
2023
Q3 		$58.3K Buy
379
+3
+0.8% +$485 0.01% 301
2023
Q2 		$60.6K Hold
376
– – 0.01% 294
2023
Q1 		$57.1K Buy
376
+11
+3% +$1.66K 0.01% 281
2022
Q4 		$53K Buy
365
+165
+83% +$23.6K 0.01% 216
2022
Q3 		$26K Hold
200
– – 0.01% 326
2022
Q2 		$27K Hold
200
– – ﹤0.01% 562
2022
Q1 		$31K Hold
200
– – ﹤0.01% 571
2021
Q4 		$31K Hold
200
– – ﹤0.01% 635
2021
Q3 		$29K Hold
200
– – ﹤0.01% 541
2021
Q2 		$30K Hold
200
– – 0.01% 490
2021
Q1 		$28K Hold
200
– – 0.01% 421
2020
Q4 		$26K Buy
+200
New +$24.2K 0.01% 245

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sage Mountain Advisors's IVE Position: Q1 2026 in Review

Sage Mountain Advisors reduced its iShares S&P 500 Value ETF (IVE) stake by 0.46% in Q1 2026, selling an estimated $2.38K and leaving 2,362 shares worth $499K. The position accounts for 0.03% of the portfolio, ranked #135.

Sage Mountain Advisors first reported a position in IVE in Q4 2020 and has held it in 22 quarters since. The position peaked at $570K in Q4 2024. 1,704 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

  • Sage Mountain Advisors held 2,362 shares of iShares S&P 500 Value ETF worth $499K as of Q1 2026.
  • Sage Mountain Advisors sold 11 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $2.38K.
  • iShares S&P 500 Value ETF made up 0.03% of Sage Mountain Advisors's portfolio in Q1 2026, its #135 holding.
  • Sage Mountain Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2020 and has held it in 22 quarters since.
  • Sage Mountain Advisors's iShares S&P 500 Value ETF position peaked at $570K in Q4 2024.
  • 1,704 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.