SageView Advisory Group’s iShares S&P 500 Value ETF IVE Stock Holding History

SageView Advisory 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
2025 Q4	$1.19M	Sell	5,622 -84	-1%	-$17.6K	0.04%	231
2025 Q3	$1.18M	Sell	5,706 -14	-0.2%	-$2.81K	0.04%	246
2025 Q2	$1.14M	Buy	5,720 +147	+3%	+$27.4K	0.04%	225
2025 Q1	$1.06M	Sell	5,573 -11	-0.2%	-$2.13K	0.05%	216
2024 Q4	$1.07M	Buy	5,584 +2,606	+88%	+$517K	0.05%	214
2024 Q3	$587K	Sell	2,978 -1,855	-38%	-$352K	0.03%	271
2024 Q2	$880K	Sell	4,833 -2,200	-31%	-$401K	0.04%	242
2024 Q1	$1.37M	Buy	7,033 +365	+5%	+$64.9K	0.07%	155
2023 Q4	$1.17M	Buy	6,668 +2,734	+69%	+$439K	0.05%	229
2023 Q3	$605K	Sell	3,934 -2,219	-36%	-$359K	0.03%	300
2023 Q2	$992K	Buy	6,153 +66	+1%	+$10.2K	0.06%	227
2023 Q1	$924K	Sell	6,087 -1,687	-22%	-$255K	0.06%	214
2022 Q4	$1.13M	Buy	+7,774	New	+$1.11M	0.09%	143

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SageView Advisory Group's IVE Position: Q4 2025 in Review

SageView Advisory Group reduced its iShares S&P 500 Value ETF (IVE) stake by 1.5% in Q4 2025, selling an estimated $17.6K and leaving 5,622 shares worth $1.19M. The position accounts for 0.04% of the portfolio, ranked #231.

SageView Advisory Group first reported a position in IVE in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.37M in Q1 2024. 1,686 funds tracked by Wall St. Rank hold IVE as of Q4 2025.

SageView Advisory Group held 5,622 shares of iShares S&P 500 Value ETF worth $1.19M as of Q4 2025.
SageView Advisory Group sold 84 iShares S&P 500 Value ETF shares in Q4 2025, an estimated $17.6K.
iShares S&P 500 Value ETF made up 0.04% of SageView Advisory Group's portfolio in Q4 2025, its #231 holding.
SageView Advisory Group first reported a position in iShares S&P 500 Value ETF in Q4 2022 and has held it in 13 quarters since.
SageView Advisory Group's iShares S&P 500 Value ETF position peaked at $1.37M in Q1 2024.
1,686 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.