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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

LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return
EL
EWA LLC Pittsbugh, Pennsylvania $548M AUM 35% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return