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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
2026
Q2 		$1M Sell
4,407
-28
-0.6% -$6.25K 0.03% 246
2026
Q1 		$936K Sell
4,435
-1,187
-21% -$257K 0.03% 241
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
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

SageView Advisory Group's IVE Position: Q2 2026 in Review

SageView Advisory Group reduced its iShares S&P 500 Value ETF (IVE) stake by 0.63% in Q2 2026, selling an estimated $6.25K and leaving 4,407 shares worth $1M. The position accounts for 0.03% of the portfolio, ranked #246.

SageView Advisory Group first reported a position in IVE in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.37M in Q1 2024. 1,769 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • SageView Advisory Group held 4,407 shares of iShares S&P 500 Value ETF worth $1M as of Q2 2026.
  • SageView Advisory Group sold 28 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $6.25K.
  • iShares S&P 500 Value ETF made up 0.03% of SageView Advisory Group's portfolio in Q2 2026, its #246 holding.
  • SageView Advisory Group first reported a position in iShares S&P 500 Value ETF in Q4 2022 and has held it in 15 quarters since.
  • SageView Advisory Group's iShares S&P 500 Value ETF position peaked at $1.37M in Q1 2024.
  • 1,769 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.