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 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

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

SigFig Wealth Management's IVE Position: Q2 2026 in Review

SigFig Wealth Management reduced its iShares S&P 500 Value ETF (IVE) stake by 20% in Q2 2026, selling an estimated $2.43M and leaving 42,796 shares worth $9.72M. The position accounts for 0.26% of the portfolio, ranked #35.

SigFig Wealth Management first reported a position in IVE in Q1 2017 and has held it in 11 quarters since. The position peaked at $12M in Q4 2025. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

SigFig Wealth Management held 42,796 shares of iShares S&P 500 Value ETF worth $9.72M as of Q2 2026.
SigFig Wealth Management sold 10,898 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $2.43M.
iShares S&P 500 Value ETF made up 0.26% of SigFig Wealth Management's portfolio in Q2 2026, its #35 holding.
SigFig Wealth Management first reported a position in iShares S&P 500 Value ETF in Q1 2017 and has held it in 11 quarters since.
SigFig Wealth Management's iShares S&P 500 Value ETF position peaked at $12M in Q4 2025.
1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on SigFig Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.