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

ANB Bank’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
Q1 		$217K Sell
1,029
-104
-9% -$22.5K 0.09% 124
2025
Q4 		$240K Sell
1,133
-44
-4% -$9.22K 0.1% 115
2025
Q3 		$243K Sell
1,177
-107
-8% -$21.5K 0.1% 112
2025
Q2 		$251K Sell
1,284
-21
-2% -$3.91K 0.11% 110
2025
Q1 		$249K Sell
1,305
-74
-5% -$14.3K 0.11% 98
2024
Q4 		$263K Buy
+1,379
New +$274K 0.12% 94

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ANB Bank's IVE Position: Q1 2026 in Review

ANB Bank reduced its iShares S&P 500 Value ETF (IVE) stake by 9.2% in Q1 2026, selling an estimated $22.5K and leaving 1,029 shares worth $217K. The position accounts for 0.09% of the portfolio, ranked #124.

ANB Bank first reported a position in IVE in Q4 2024 and has held it in 6 quarters since. The position peaked at $263K in Q4 2024. 1,708 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

  • ANB Bank held 1,029 shares of iShares S&P 500 Value ETF worth $217K as of Q1 2026.
  • ANB Bank sold 104 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $22.5K.
  • iShares S&P 500 Value ETF made up 0.09% of ANB Bank's portfolio in Q1 2026, its #124 holding.
  • ANB Bank first reported a position in iShares S&P 500 Value ETF in Q4 2024 and has held it in 6 quarters since.
  • ANB Bank's iShares S&P 500 Value ETF position peaked at $263K in Q4 2024.
  • 1,708 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on ANB Bank's 13F filing for Q1 2026, filed 6 May 2026.