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1ST Source Bank’s iShares S&P 500 Value ETF IVE Stock Holding History

1ST Source Bank’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
Q1 		$708K Buy
3,353
+518
+18% +$112K 0.04% 179
2025
Q4 		$601K Sell
2,835
-2,039
-42% -$427K 0.03% 176
2025
Q3 		$1.01M Sell
4,874
-50
-1% -$10K 0.05% 140
2025
Q2 		$962K Buy
4,924
+429
+10% +$79.9K 0.05% 137
2025
Q1 		$857K Sell
4,495
-60
-1% -$11.6K 0.05% 142
2024
Q4 		$869K Sell
4,555
-202
-4% -$40.1K 0.05% 141
2024
Q3 		$938K Sell
4,757
-173
-4% -$32.9K 0.05% 135
2024
Q2 		$897K Sell
4,930
-454
-8% -$82.7K 0.05% 139
2024
Q1 		$1.01M Sell
5,384
-97
-2% -$17.2K 0.06% 137
2023
Q4 		$953K Buy
5,481
+290
+6% +$46.6K 0.06% 133
2023
Q3 		$799K Buy
+5,191
New +$839K 0.05% 138
2022
Q1 		– Sell
-1,330
Closed -$208K – 272
2021
Q4 		$208K Buy
+1,330
New +$202K 0.01% 260

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

1ST Source Bank's IVE Position: Q1 2026 in Review

1ST Source Bank increased its iShares S&P 500 Value ETF (IVE) stake by 18% in Q1 2026, buying an estimated $112K and bringing the position to 3,353 shares worth $708K. The position accounts for 0.04% of the portfolio, ranked #179.

1ST Source Bank first reported a position in IVE in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.01M in Q3 2025. 1,704 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

  • 1ST Source Bank held 3,353 shares of iShares S&P 500 Value ETF worth $708K as of Q1 2026.
  • 1ST Source Bank bought 518 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $112K.
  • iShares S&P 500 Value ETF made up 0.04% of 1ST Source Bank's portfolio in Q1 2026, its #179 holding.
  • 1ST Source Bank first reported a position in iShares S&P 500 Value ETF in Q4 2021 and has held it in 12 quarters since.
  • 1ST Source Bank's iShares S&P 500 Value ETF position peaked at $1.01M in Q3 2025.
  • 1,704 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on 1ST Source Bank's 13F filing for Q1 2026, filed 4 May 2026.