Banque Cantonale Vaudoise’s iShares S&P 500 Value ETF IVE Stock Holding History

Banque Cantonale Vaudoise’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	$531	Buy	2,340 +1,119	+92%	+$250K	﹤0.01%	521
2026 Q1	$258K	Hold	1,221	–	–	0.01%	602
2025 Q4	$259K	Hold	1,221	–	–	0.01%	542
2025 Q3	$252K	Buy	1,221 +272	+29%	+$54.6K	0.01%	537
2025 Q2	$185K	Buy	+949	New	+$177K	0.01%	553
2022 Q4	–	Sell	-3,200	Closed	-$412K	–	1215
2022 Q3	$412K	Hold	3,200	–	–	0.02%	520
2022 Q2	$440K	Sell	3,200 -3,000	-48%	-$443K	0.02%	525
2022 Q1	$966K	Buy	+6,200	New	+$954K	0.04%	395

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

Banque Cantonale Vaudoise's IVE Position: Q2 2026 in Review

Banque Cantonale Vaudoise increased its iShares S&P 500 Value ETF (IVE) stake by 92% in Q2 2026, buying an estimated $250K and bringing the position to 2,340 shares worth $531. The position accounts for ﹤0.01% of the portfolio, ranked #521.

Banque Cantonale Vaudoise first reported a position in IVE in Q1 2022 and has held it in 8 quarters since. The position peaked at $966K in Q1 2022. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Banque Cantonale Vaudoise held 2,340 shares of iShares S&P 500 Value ETF worth $531 as of Q2 2026.
Banque Cantonale Vaudoise bought 1,119 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $250K.
iShares S&P 500 Value ETF made up ﹤0.01% of Banque Cantonale Vaudoise's portfolio in Q2 2026, its #521 holding.
Banque Cantonale Vaudoise first reported a position in iShares S&P 500 Value ETF in Q1 2022 and has held it in 8 quarters since.
Banque Cantonale Vaudoise's iShares S&P 500 Value ETF position peaked at $966K in Q1 2022.
1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Banque Cantonale Vaudoise's 13F filing for Q2 2026, filed 31 Jul 2026.