Alpine Bank Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
Alpine Bank Wealth Management's IVE Position: Q2 2026 in Review
Alpine Bank Wealth Management reduced its iShares S&P 500 Value ETF (IVE) stake by 0.1% in Q2 2026, selling an estimated $5.58K and leaving 24,874 shares worth $5.65M. The position accounts for 0.72% of the portfolio, ranked #26.
Alpine Bank Wealth Management first reported a position in IVE in Q3 2024 and has held it in 7 quarters since. 1,769 funds tracked by Wall St. Rank hold IVE as of Q2 2026.
- Alpine Bank Wealth Management held 24,874 shares of iShares S&P 500 Value ETF worth $5.65M as of Q2 2026.
- Alpine Bank Wealth Management sold 25 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $5.58K.
- iShares S&P 500 Value ETF made up 0.72% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #26 holding.
- Alpine Bank Wealth Management first reported a position in iShares S&P 500 Value ETF in Q3 2024 and has held it in 7 quarters since.
- 1,769 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.
Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.