Sapient Capital
IVE icon

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
Q3 		$7.12M Sell
31,193
-54
-0.2% -$12.6K 0.1% 101
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

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
WWG
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
FLA
Financial Life Advisors San Antonio, Texas $352M AUM 8.42% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

Sapient Capital's IVE Position: Q3 2026 in Review

Sapient Capital reduced its iShares S&P 500 Value ETF (IVE) stake by 0.17% in Q3 2026, selling an estimated $12.6K and leaving 31,193 shares worth $7.12M. The position accounts for 0.1% of the portfolio, ranked #101.

Sapient Capital first reported a position in IVE in Q4 2023 and has held it in 12 quarters since. 216 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

  • Sapient Capital held 31,193 shares of iShares S&P 500 Value ETF worth $7.12M as of Q3 2026.
  • Sapient Capital sold 54 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $12.6K.
  • iShares S&P 500 Value ETF made up 0.1% of Sapient Capital's portfolio in Q3 2026, its #101 holding.
  • Sapient Capital first reported a position in iShares S&P 500 Value ETF in Q4 2023 and has held it in 12 quarters since.
  • 216 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Sapient Capital's 13F filing for Q3 2026, filed 8 Oct 2026.