Sax Wealth Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Sax Wealth Advisors’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	$7.37M	Sell	34,897 -184	-0.5%	-$41.1K	0.3%	66
2026 Q1	$7.44M	Sell	35,081 -90	-0.3%	-$19.5K	0.36%	51
2025 Q4	$7.46M	Buy	35,171 +2,224	+7%	+$466K	0.35%	53
2025 Q3	$6.8M	Buy	32,947 +984	+3%	+$198K	0.37%	45
2025 Q2	$6.25M	Buy	31,963 +3,005	+10%	+$560K	0.38%	43
2025 Q1	$5.52M	Buy	28,958 +480	+2%	+$92.9K	0.4%	42
2024 Q4	$5.44M	Buy	28,478 +5,713	+25%	+$1.13M	0.43%	38
2024 Q3	$4.49M	Buy	22,765 +957	+4%	+$182K	0.4%	36
2024 Q2	$3.97M	Buy	21,808 +2,503	+13%	+$456K	0.38%	41
2024 Q1	$3.61M	Buy	19,305 +162	+0.8%	+$28.8K	0.42%	31
2023 Q4	$3.33M	Buy	19,143 +21	+0.1%	+$3.38K	0.54%	35
2023 Q3	$2.94M	Sell	19,122 -35	-0.2%	-$5.66K	0.58%	35
2023 Q2	$3.09M	Buy	19,157 +119	+0.6%	+$18.3K	0.62%	35
2023 Q1	$2.89M	Buy	19,038 +73	+0.4%	+$11K	0.63%	35
2022 Q4	$2.75M	Sell	18,965 -39	-0.2%	-$5.57K	0.64%	32
2022 Q3	$2.44M	Sell	19,004 -23	-0.1%	-$3.26K	0.63%	31
2022 Q2	$2.62M	Buy	19,027 +2	+0%	+$295	0.67%	27
2022 Q1	$2.96M	Buy	19,025 +267	+1%	+$41.1K	0.72%	29
2021 Q4	$2.94M	Buy	18,758 +12	+0.1%	+$1.82K	0.61%	34
2021 Q3	$2.73M	Buy	18,746 +15	+0.1%	+$2.23K	0.65%	32
2021 Q2	$2.77M	Sell	18,731 -167	-0.9%	-$24.6K	0.95%	27
2021 Q1	$2.67M	Sell	18,898 -428	-2%	-$57.6K	0.98%	30
2020 Q4	$2.47M	Buy	+19,326	New	+$2.34M	1.14%	25

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sax Wealth Advisors's IVE Position: Q2 2026 in Review

Sax Wealth Advisors reduced its iShares S&P 500 Value ETF (IVE) stake by 0.52% in Q2 2026, selling an estimated $41.1K and leaving 34,897 shares worth $7.37M. The position accounts for 0.3% of the portfolio, ranked #66.

Sax Wealth Advisors first reported a position in IVE in Q4 2020 and has held it in 23 quarters since. The position peaked at $7.46M in Q4 2025. 1,764 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Sax Wealth Advisors held 34,897 shares of iShares S&P 500 Value ETF worth $7.37M as of Q2 2026.
Sax Wealth Advisors sold 184 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $41.1K.
iShares S&P 500 Value ETF made up 0.3% of Sax Wealth Advisors's portfolio in Q2 2026, its #66 holding.
Sax Wealth Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2020 and has held it in 23 quarters since.
Sax Wealth Advisors's iShares S&P 500 Value ETF position peaked at $7.46M in Q4 2025.
1,764 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.