BankPlus Trust Department’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
BankPlus Trust Department's IVE Position: Q2 2026 in Review
BankPlus Trust Department increased its iShares S&P 500 Value ETF (IVE) stake by 1,327% in Q2 2026, buying an estimated $367K and bringing the position to 1,769 shares worth $402K. The position accounts for 0.09% of the portfolio, ranked #141.
BankPlus Trust Department first reported a position in IVE in Q4 2024 and has held it in 7 quarters since. 1,769 funds tracked by Wall St. Rank hold IVE as of Q2 2026.
- BankPlus Trust Department held 1,769 shares of iShares S&P 500 Value ETF worth $402K as of Q2 2026.
- BankPlus Trust Department bought 1,645 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $367K.
- iShares S&P 500 Value ETF made up 0.09% of BankPlus Trust Department's portfolio in Q2 2026, its #141 holding.
- BankPlus Trust Department first reported a position in iShares S&P 500 Value ETF in Q4 2024 and has held it in 7 quarters since.
- 1,769 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.
Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.