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Savvy Advisors Inc’s iShares S&P 500 Value ETF IVE Stock Holding History

Savvy Advisors Inc’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 		$3.64M Buy
16,039
+3,656
+30% +$817K 0.08% 202
2026
Q1 		$2.61M Buy
12,383
+5,896
+91% +$1.28M 0.07% 217
2025
Q4 		$1.38M Buy
6,487
+1,750
+37% +$367K 0.04% 303
2025
Q3 		$978K Sell
4,737
-951
-17% -$191K 0.05% 271
2025
Q2 		$1.11M Sell
5,688
-794
-12% -$148K 0.07% 201
2025
Q1 		$1.24M Buy
6,482
+3,055
+89% +$591K 0.12% 138
2024
Q4 		$654K Buy
3,427
+701
+26% +$139K 0.08% 206
2024
Q3 		$537K Buy
2,726
+135
+5% +$25.6K 0.11% 175
2024
Q2 		$472K Buy
2,591
+679
+36% +$124K 0.15% 147
2024
Q1 		$357K Buy
1,912
+452
+31% +$80.3K 0.21% 138
2023
Q4 		$254K Buy
+1,460
New +$235K 0.25% 128

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

Savvy Advisors Inc's IVE Position: Q2 2026 in Review

Savvy Advisors Inc increased its iShares S&P 500 Value ETF (IVE) stake by 30% in Q2 2026, buying an estimated $817K and bringing the position to 16,039 shares worth $3.64M. The position accounts for 0.08% of the portfolio, ranked #202.

Savvy Advisors Inc first reported a position in IVE in Q4 2023 and has held it in 11 quarters since. 1,766 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Savvy Advisors Inc held 16,039 shares of iShares S&P 500 Value ETF worth $3.64M as of Q2 2026.
  • Savvy Advisors Inc bought 3,656 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $817K.
  • iShares S&P 500 Value ETF made up 0.08% of Savvy Advisors Inc's portfolio in Q2 2026, its #202 holding.
  • Savvy Advisors Inc first reported a position in iShares S&P 500 Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,766 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.