Bank of Nova Scotia
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Bank of Nova Scotia’s iShares S&P 500 Value ETF IVE Stock Holding History

Bank of Nova Scotia’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 		$1.32M Sell
5,823
-3,050
-34% -$681K ﹤0.01% 844
2026
Q1 		$1.87M Buy
8,873
+1,318
+17% +$285K ﹤0.01% 763
2025
Q4 		$1.6M Buy
7,555
+271
+4% +$56.8K ﹤0.01% 814
2025
Q3 		$1.5M Hold
7,284
– – ﹤0.01% 743
2025
Q2 		$1.42M Hold
7,284
– – ﹤0.01% 733
2025
Q1 		$1.39M Sell
7,284
-5,928
-45% -$1.15M ﹤0.01% 689
2024
Q4 		$2.52M Sell
13,212
-3,816
-22% -$757K ﹤0.01% 644
2024
Q3 		$3.36M Buy
17,028
+6,454
+61% +$1.23M 0.01% 546
2024
Q2 		$1.92M Buy
10,574
+2,129
+25% +$388K ﹤0.01% 644
2024
Q1 		$1.58M Buy
8,445
+5,753
+214% +$1.02M ﹤0.01% 708
2023
Q4 		$468K Hold
2,692
– – ﹤0.01% 850
2023
Q3 		$414K Sell
2,692
-3,766
-58% -$609K ﹤0.01% 855
2023
Q2 		$1.04M Sell
6,458
-3
-0% -$462 ﹤0.01% 670
2023
Q1 		$980K Hold
6,461
– – ﹤0.01% 703
2022
Q4 		$937K Sell
6,461
-20,500
-76% -$2.93M ﹤0.01% 822
2022
Q3 		$3.46M Sell
26,961
-47,600
-64% -$6.74M 0.01% 498
2022
Q2 		$10.2M Sell
74,561
-7,520
-9% -$1.11M 0.02% 367
2022
Q1 		$12.8M Sell
82,081
-29,137
-26% -$4.48M 0.02% 402
2021
Q4 		$17.4M Buy
111,218
+78,212
+237% +$11.9M 0.02% 408
2021
Q3 		$4.8M Buy
33,006
+10,744
+48% +$1.6M 0.01% 644
2021
Q2 		$3.29M Sell
22,262
-8,826
-28% -$1.3M 0.01% 690
2021
Q1 		$4.39M Buy
+31,088
New +$4.19M 0.01% 600

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of Nova Scotia's IVE Position: Q2 2026 in Review

Bank of Nova Scotia reduced its iShares S&P 500 Value ETF (IVE) stake by 34% in Q2 2026, selling an estimated $681K and leaving 5,823 shares worth $1.32M. The position accounts for ﹤0.01% of the portfolio, ranked #844.

Bank of Nova Scotia first reported a position in IVE in Q1 2021 and has held it in 22 quarters since. The position peaked at $17.4M in Q4 2021. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Bank of Nova Scotia held 5,823 shares of iShares S&P 500 Value ETF worth $1.32M as of Q2 2026.
  • Bank of Nova Scotia sold 3,050 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $681K.
  • iShares S&P 500 Value ETF made up ﹤0.01% of Bank of Nova Scotia's portfolio in Q2 2026, its #844 holding.
  • Bank of Nova Scotia first reported a position in iShares S&P 500 Value ETF in Q1 2021 and has held it in 22 quarters since.
  • Bank of Nova Scotia's iShares S&P 500 Value ETF position peaked at $17.4M in Q4 2021.
  • 1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Bank of Nova Scotia's 13F filing for Q2 2026, filed 12 Aug 2026.