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Saiph Capital’s iShares S&P 500 Value ETF IVE Stock Holding History

Saiph Capital’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 		$18.4M Buy
80,907
+1,572
+2% +$351K 5.5% 6
2026
Q1 		$16.8M Sell
79,335
-325
-0.4% -$70.4K 6.34% 6
2025
Q4 		$16.9M Sell
79,660
-7,450
-9% -$1.56M 6.07% 6
2025
Q3 		$18M Sell
87,110
-862
-1% -$173K 6.47% 6
2025
Q2 		$17.2M Sell
87,972
-2,371
-3% -$442K 6.69% 5
2025
Q1 		$17.2M Sell
90,343
-457
-0.5% -$88.4K 8.22% 5
2024
Q4 		$17.3M Buy
90,800
+1,653
+2% +$328K 7.87% 5
2024
Q3 		$17.6M Sell
89,147
-13,808
-13% -$2.62M 8.27% 5
2024
Q2 		$18.7M Buy
102,955
+1,953
+2% +$356K 8.36% 5
2024
Q1 		$18.9M Sell
101,002
-422
-0.4% -$75K 8.78% 4
2023
Q4 		$17.6M Sell
101,424
-1,673
-2% -$269K 8.93% 4
2023
Q3 		$15.9M Sell
103,097
-270
-0.3% -$43.6K 8.68% 4
2023
Q2 		$16.7M Buy
103,367
+27,867
+37% +$4.29M 9.06% 4
2023
Q1 		$11.5M Buy
75,500
+47,236
+167% +$7.14M 6.81% 7
2022
Q4 		$4.1M Buy
28,264
+23,786
+531% +$3.4M 2.82% 10
2022
Q3 		$576K Buy
4,478
+1,552
+53% +$220K 0.45% 22
2022
Q2 		$402K Buy
2,926
+1,632
+126% +$241K 0.31% 27
2022
Q1 		$202K Buy
+1,294
New +$199K 0.14% 40

Other funds holding IVE

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return

Saiph Capital's IVE Position: Q2 2026 in Review

Saiph Capital increased its iShares S&P 500 Value ETF (IVE) stake by 2% in Q2 2026, buying an estimated $351K and bringing the position to 80,907 shares worth $18.4M. The position accounts for 5.5% of the portfolio, ranked #6.

Saiph Capital first reported a position in IVE in Q1 2022 and has held it in 18 quarters since. The position peaked at $18.9M in Q1 2024. 911 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Saiph Capital held 80,907 shares of iShares S&P 500 Value ETF worth $18.4M as of Q2 2026.
  • Saiph Capital bought 1,572 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $351K.
  • iShares S&P 500 Value ETF made up 5.5% of Saiph Capital's portfolio in Q2 2026, its #6 holding.
  • Saiph Capital first reported a position in iShares S&P 500 Value ETF in Q1 2022 and has held it in 18 quarters since.
  • Saiph Capital's iShares S&P 500 Value ETF position peaked at $18.9M in Q1 2024.
  • 911 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Saiph Capital's 13F filing for Q2 2026, filed 29 Jul 2026.