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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
Q3 		$58K Hold
254
– – 0.01% 343
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

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
SA
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

American National Bank & Trust's IVE Position: Q3 2026 in Review

American National Bank & Trust held its iShares S&P 500 Value ETF (IVE) position steady in Q3 2026 at 254 shares worth $58K. The position accounts for 0.01% of the portfolio, ranked #343.

American National Bank & Trust first reported a position in IVE in Q3 2022 and has held it in 11 quarters since. The position peaked at $140K in Q3 2022. 95 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

  • American National Bank & Trust held 254 shares of iShares S&P 500 Value ETF worth $58K as of Q3 2026.
  • American National Bank & Trust left its iShares S&P 500 Value ETF share count unchanged in Q3 2026.
  • iShares S&P 500 Value ETF made up 0.01% of American National Bank & Trust's portfolio in Q3 2026, its #343 holding.
  • American National Bank & Trust first reported a position in iShares S&P 500 Value ETF in Q3 2022 and has held it in 11 quarters since.
  • American National Bank & Trust's iShares S&P 500 Value ETF position peaked at $140K in Q3 2022.
  • 95 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on American National Bank & Trust's 13F filing for Q3 2026, filed 7 Oct 2026.