American State Bank (Iowa)’s iShares S&P 500 Value ETF IVE Stock Holding History

American State Bank (Iowa)’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
2024 Q1	–	Sell	-102	Closed	-$17.7K	–	213
2023 Q4	$17.7K	Hold	102	–	–	0.01%	254
2023 Q3	$15.7K	Hold	102	–	–	0.01%	247
2023 Q2	$16.4K	Buy	102 +25	+32%	+$3.85K	0.01%	247
2023 Q1	$11.7K	Hold	77	–	–	0.01%	260
2022 Q4	$11.2K	Hold	77	–	–	0.01%	262
2022 Q3	$9.9K	Hold	77	–	–	0.01%	260
2022 Q2	$10.6K	Hold	77	–	–	0.01%	253
2022 Q1	$12K	Sell	77 -110	-59%	-$16.9K	0.01%	248
2021 Q4	$29.3K	Hold	187	–	–	0.02%	219
2021 Q3	$27.2K	Hold	187	–	–	0.02%	222
2021 Q2	$27.6K	Hold	187	–	–	0.02%	224
2021 Q1	$26.4K	Hold	187	–	–	0.02%	220
2020 Q4	$23.9K	Buy	+187	New	+$22.6K	0.02%	219

Other funds holding IVE

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

American State Bank (Iowa)'s IVE Position: Q1 2024 in Review

American State Bank (Iowa) sold out of iShares S&P 500 Value ETF (IVE) in Q1 2024, closing a stake of 102 shares — an estimated $17.7K sold.

American State Bank (Iowa) first reported a position in IVE in Q4 2020 and held it in 13 quarters. The position peaked at $29.3K in Q4 2021. 1,359 funds tracked by Wall St. Rank hold IVE as of Q1 2024.

American State Bank (Iowa) reported no remaining iShares S&P 500 Value ETF position as of Q1 2024 after selling out during the quarter.
American State Bank (Iowa) sold 102 iShares S&P 500 Value ETF shares in Q1 2024, an estimated $17.7K.
American State Bank (Iowa) first reported a position in iShares S&P 500 Value ETF in Q4 2020 and held it in 13 quarters.
American State Bank (Iowa)'s iShares S&P 500 Value ETF position peaked at $29.3K in Q4 2021.
1,359 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2024.

Based on American State Bank (Iowa)'s 13F filing for Q1 2024, filed 14 Apr 2026.