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: Q1 2026 in Review
Alpine Bank Wealth Management reduced its iShares S&P 500 Value ETF (IVE) stake by 0.18% in Q1 2026, selling an estimated $9.74K and leaving 24,899 shares worth $5.26M. The position accounts for 0.76% of the portfolio, ranked #20.
Alpine Bank Wealth Management first reported a position in IVE in Q3 2024 and has held it in 6 quarters since. The position peaked at $5.29M in Q4 2025. 1,706 funds tracked by Wall St. Rank hold IVE as of Q1 2026.
- Alpine Bank Wealth Management held 24,899 shares of iShares S&P 500 Value ETF worth $5.26M as of Q1 2026.
- Alpine Bank Wealth Management sold 45 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $9.74K.
- iShares S&P 500 Value ETF made up 0.76% of Alpine Bank Wealth Management's portfolio in Q1 2026, its #20 holding.
- Alpine Bank Wealth Management first reported a position in iShares S&P 500 Value ETF in Q3 2024 and has held it in 6 quarters since.
- Alpine Bank Wealth Management's iShares S&P 500 Value ETF position peaked at $5.29M in Q4 2025.
- 1,706 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.
Based on Alpine Bank Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.