SPWG
IVE icon

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

Sage Private Wealth 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
2024
Q4 		– Sell
-1,238
Closed -$244K – 94
2024
Q3 		$244K Hold
1,238
– – 0.19% 81
2024
Q2 		$225K Sell
1,238
-2,258
-65% -$411K 0.19% 80
2024
Q1 		$653K Sell
3,496
-723
-17% -$129K 0.52% 21
2023
Q4 		$734K Buy
+4,219
New +$678K 0.65% 16

Other funds holding IVE

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sage Private Wealth Group's IVE Position: Q4 2024 in Review

Sage Private Wealth Group sold out of iShares S&P 500 Value ETF (IVE) in Q4 2024, closing a stake of 1,238 shares — an estimated $244K sold.

Sage Private Wealth Group first reported a position in IVE in Q4 2023 and held it in 4 quarters. The position peaked at $734K in Q4 2023. 1,556 funds tracked by Wall St. Rank hold IVE as of Q4 2024.

  • Sage Private Wealth Group reported no remaining iShares S&P 500 Value ETF position as of Q4 2024 after selling out during the quarter.
  • Sage Private Wealth Group sold 1,238 iShares S&P 500 Value ETF shares in Q4 2024, an estimated $244K.
  • Sage Private Wealth Group first reported a position in iShares S&P 500 Value ETF in Q4 2023 and held it in 4 quarters.
  • Sage Private Wealth Group's iShares S&P 500 Value ETF position peaked at $734K in Q4 2023.
  • 1,556 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2024.

Based on Sage Private Wealth Group's 13F filing for Q4 2024, filed 29 Jan 2025.