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American National Bank & Trust’s iShares S&P 500 Value ETF IVE Stock Holding History

American National Bank & Trust’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 		$57.7K Hold
254
– – ﹤0.01% 358
2026
Q1 		$53.6K Sell
254
-110
-30% -$23.8K 0.01% 353
2025
Q4 		$77.2K Hold
364
– – 0.01% 325
2025
Q3 		$75.2K Hold
364
– – 0.01% 322
2025
Q2 		$71.1K Sell
364
-144
-28% -$26.8K 0.01% 345
2025
Q1 		$96.8K Buy
508
+437
+615% +$84.6K 0.01% 276
2024
Q4 		$13.6K Hold
71
– – ﹤0.01% 422
2024
Q3 		$14K Hold
71
– – ﹤0.01% 395
2024
Q2 		$12.9K Buy
+71
New +$12.9K ﹤0.01% 446
2022
Q4 		– Sell
-1,087
Closed -$140K – 654
2022
Q3 		$140K Buy
+1,087
New +$154K 0.03% 138

Other funds holding IVE

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

American National Bank & Trust's IVE Position: Q2 2026 in Review

American National Bank & Trust held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 254 shares worth $57.7K. The position accounts for ﹤0.01% of the portfolio, ranked #358.

American National Bank & Trust first reported a position in IVE in Q3 2022 and has held it in 10 quarters since. The position peaked at $140K in Q3 2022. 616 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • American National Bank & Trust held 254 shares of iShares S&P 500 Value ETF worth $57.7K as of Q2 2026.
  • American National Bank & Trust left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Value ETF made up ﹤0.01% of American National Bank & Trust's portfolio in Q2 2026, its #358 holding.
  • American National Bank & Trust first reported a position in iShares S&P 500 Value ETF in Q3 2022 and has held it in 10 quarters since.
  • American National Bank & Trust's iShares S&P 500 Value ETF position peaked at $140K in Q3 2022.
  • 616 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on American National Bank & Trust's 13F filing for Q2 2026, filed 22 Jul 2026.