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IVEIVE
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Position history for Sanctuary Advisors, LLCSanctuary Advisors, LLC's holdings in ISHARES S&P 500/BARRA VALUE

Sanctuary Advisors, LLC holds 783,942 shares of IVE (ISHARES S&P 500/BARRA VALUE), worth $178M as of 2026-Q2. The position was decreased (-13.1% shares). IVE represents 0.8% of Sanctuary Advisors, LLC's portfolio.

Current Value

$178M

Current Shares

783,942

Total Value Change

+$81.3M

Total Shares Change

+309,468

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
783,942
-13.1%
$178M0.8%$227.06
0
2026-Q1
Decreased
902,104
-6.6%
$190.5M1.0%$219.98
0
2025-Q4
Decreased
965,441
-30.5%
$204.7M1.1%$213.56
0
2025-Q3
Increased
1.4M
+89.0%
$276.9M0.8%$204.84
68
2025-Q2
Increased
735,201
+17.4%
$143.7M0.9%$192.62
50
2025-Q1
Increased
625,992
+28.5%
$119.3M0.8%$186.32
53
2024-Q4
Increased
487,271
+2.7%
$96.2M0.6%$187.40
43
2024-Q3
Increased
474,474
+3.5%
$96.7M0.6%$192.13
44

Other major holders of IVE: BNP PARIBAS FINANCIAL MARKETS, JPMORGAN CHASE & CO, ENVESTNET ASSET MANAGEMENT INC

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