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

Sapient 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 		$7.09M Hold
31,247
– – 0.09% 102
2026
Q1 		$6.6M Buy
31,247
+233
+0.8% +$50.5K 0.1% 103
2025
Q4 		$6.62M Buy
31,014
+16
+0.1% +$3.35K 0.09% 104
2025
Q3 		$6.38M Sell
30,998
-25
-0.1% -$5.02K 0.1% 102
2025
Q2 		$6.06M Hold
31,023
– – 0.11% 98
2025
Q1 		$5.91M Buy
31,023
+163
+0.5% +$31.5K 0.12% 98
2024
Q4 		$5.89M Buy
30,860
+730
+2% +$145K 0.11% 98
2024
Q3 		$5.94M Hold
30,130
– – 0.12% 91
2024
Q2 		$5.48M Sell
30,130
-6
-0% -$1.09K 0.11% 90
2024
Q1 		$5.63M Sell
30,136
-10
-0% -$1.78K 0.12% 95
2023
Q4 		$5.24M Buy
+30,146
New +$4.85M 0.14% 92

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

Sapient Capital's IVE Position: Q2 2026 in Review

Sapient Capital held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 31,247 shares worth $7.09M. The position accounts for 0.09% of the portfolio, ranked #102.

Sapient Capital first reported a position in IVE in Q4 2023 and has held it in 11 quarters since. 1,764 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Sapient Capital held 31,247 shares of iShares S&P 500 Value ETF worth $7.09M as of Q2 2026.
  • Sapient Capital left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Value ETF made up 0.09% of Sapient Capital's portfolio in Q2 2026, its #102 holding.
  • Sapient Capital first reported a position in iShares S&P 500 Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,764 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Sapient Capital's 13F filing for Q2 2026, filed 9 Jul 2026.