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Sagespring Wealth Partners’s iShares S&P 500 Value ETF IVE Stock Holding History

Sagespring Wealth Partners’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 		$309K Sell
1,363
-196
-13% -$43.8K ﹤0.01% 681
2026
Q1 		$329K Sell
1,559
-459
-23% -$99.4K 0.01% 623
2025
Q4 		$428K Buy
+2,018
New +$423K 0.01% 517

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Sagespring Wealth Partners's IVE Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its iShares S&P 500 Value ETF (IVE) stake by 13% in Q2 2026, selling an estimated $43.8K and leaving 1,363 shares worth $309K. The position accounts for ﹤0.01% of the portfolio, ranked #681.

Sagespring Wealth Partners first reported a position in IVE in Q4 2025 and has held it in 3 quarters since. The position peaked at $428K in Q4 2025. 1,302 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Sagespring Wealth Partners held 1,363 shares of iShares S&P 500 Value ETF worth $309K as of Q2 2026.
  • Sagespring Wealth Partners sold 196 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $43.8K.
  • iShares S&P 500 Value ETF made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #681 holding.
  • Sagespring Wealth Partners first reported a position in iShares S&P 500 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Sagespring Wealth Partners's iShares S&P 500 Value ETF position peaked at $428K in Q4 2025.
  • 1,302 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.