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SigFig Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History

SigFig Wealth Management’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 		$10M Buy
43,794
+998
+2% +$233K 0.25% 36
2026
Q2 		$9.72M Sell
42,796
-10,898
-20% -$2.43M 0.26% 35
2026
Q1 		$11.3M Sell
53,694
-2,846
-5% -$616K 0.33% 29
2025
Q4 		$12M Buy
56,540
+14,227
+34% +$2.98M 0.36% 35
2025
Q3 		$8.71M Buy
42,313
+1,545
+4% +$310K 0.27% 43
2025
Q2 		$7.92M Buy
40,768
+5,477
+16% +$1.02M 0.26% 47
2025
Q1 		$6.66M Buy
35,291
+11,649
+49% +$2.25M 0.24% 41
2024
Q4 		$4.51M Buy
23,642
+935
+4% +$185K 0.16% 57
2024
Q3 		$4.46M Buy
22,707
+2
+0% +$380 0.16% 57
2024
Q2 		$4.13M Buy
22,705
+862
+4% +$157K 0.16% 57
2024
Q1 		$4.08M Buy
+21,843
New +$3.88M 0.15% 57
2017
Q2 		– Sell
-2,561
Closed -$268K – 21
2017
Q1 		$268K Buy
+2,561
New +$266K 0.21% 21

Other funds holding IVE

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FFA
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
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
SA
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

SigFig Wealth Management's IVE Position: Q3 2026 in Review

SigFig Wealth Management increased its iShares S&P 500 Value ETF (IVE) stake by 2.3% in Q3 2026, buying an estimated $233K and bringing the position to 43,794 shares worth $10M. The position accounts for 0.25% of the portfolio, ranked #36.

SigFig Wealth Management first reported a position in IVE in Q1 2017 and has held it in 12 quarters since. The position peaked at $12M in Q4 2025. 95 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

  • SigFig Wealth Management held 43,794 shares of iShares S&P 500 Value ETF worth $10M as of Q3 2026.
  • SigFig Wealth Management bought 998 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $233K.
  • iShares S&P 500 Value ETF made up 0.25% of SigFig Wealth Management's portfolio in Q3 2026, its #36 holding.
  • SigFig Wealth Management first reported a position in iShares S&P 500 Value ETF in Q1 2017 and has held it in 12 quarters since.
  • SigFig Wealth Management's iShares S&P 500 Value ETF position peaked at $12M in Q4 2025.
  • 95 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on SigFig Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.