Amundi’s iShares S&P 500 Value ETF IVE Stock Holding History

Amundi’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	$13.6M	Buy	59,900 +9,200	+18%	+$2.06M	﹤0.01%	846
2026 Q1	$10.7M	Buy	50,700 +100	+0.2%	+$21.7K	﹤0.01%	870
2025 Q4	$10.7M	Buy	50,600 +2,400	+5%	+$503K	﹤0.01%	931
2025 Q3	$10M	Buy	48,200 +3,700	+8%	+$743K	﹤0.01%	865
2025 Q2	$8.79M	Buy	44,500 +3,100	+7%	+$577K	﹤0.01%	840
2025 Q1	$7.59M	Buy	41,400 +5,400	+15%	+$1.04M	﹤0.01%	883
2024 Q4	$6.88M	Sell	36,000 -45,500	-56%	-$9.02M	﹤0.01%	930
2024 Q3	$15.9M	Buy	81,500 +1,100	+1%	+$209K	0.01%	756
2024 Q2	$14.6M	Sell	80,400 -99,600	-55%	-$18.1M	0.01%	766
2024 Q1	$31.8M	Buy	180,000 +39,000	+28%	+$6.93M	0.01%	612
2023 Q4	$24.5M	Buy	141,000 +76,300	+118%	+$12.3M	0.01%	674
2023 Q3	$9.92M	Buy	64,700 +12,900	+25%	+$2.09M	﹤0.01%	837
2023 Q2	$8.36M	Sell	51,800 -40,550	-44%	-$6.24M	﹤0.01%	889
2023 Q1	$13.9M	Buy	+92,350	New	+$14M	0.01%	768

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Amundi's IVE Position: Q2 2026 in Review

Amundi increased its iShares S&P 500 Value ETF (IVE) stake by 18% in Q2 2026, buying an estimated $2.06M and bringing the position to 59,900 shares worth $13.6M. The position accounts for ﹤0.01% of the portfolio, ranked #846.

Amundi first reported a position in IVE in Q1 2023 and has held it in 14 quarters since. The position peaked at $31.8M in Q1 2024. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Amundi held 59,900 shares of iShares S&P 500 Value ETF worth $13.6M as of Q2 2026.
Amundi bought 9,200 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $2.06M.
iShares S&P 500 Value ETF made up ﹤0.01% of Amundi's portfolio in Q2 2026, its #846 holding.
Amundi first reported a position in iShares S&P 500 Value ETF in Q1 2023 and has held it in 14 quarters since.
Amundi's iShares S&P 500 Value ETF position peaked at $31.8M in Q1 2024.
1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Amundi's 13F filing for Q2 2026, filed 11 Aug 2026.