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Bridges Investment Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Bridges Investment Management’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 		$2.6M Sell
11,462
-83
-0.7% -$18.5K 0.03% 162
2026
Q1 		$2.44M Sell
11,545
-510
-4% -$110K 0.03% 159
2025
Q4 		$2.56M Sell
12,055
-4,080
-25% -$855K 0.03% 146
2025
Q3 		$3.33M Sell
16,135
-130
-0.8% -$26.1K 0.04% 130
2025
Q2 		$3.18M Sell
16,265
-283
-2% -$52.7K 0.04% 128
2025
Q1 		$3.15M Sell
16,548
-280
-2% -$54.2K 0.05% 122
2024
Q4 		$3.21M Hold
16,828
– – 0.04% 128
2024
Q3 		$3.32M Sell
16,828
-1,300
-7% -$247K 0.05% 126
2024
Q2 		$3.3M Buy
18,128
+12,127
+202% +$2.21M 0.05% 115
2024
Q1 		$1.12M Hold
6,001
– – 0.04% 132
2023
Q4 		$1.04M Sell
6,001
-49
-0.8% -$7.88K 0.03% 133
2023
Q3 		$931K Hold
6,050
– – 0.03% 135
2023
Q2 		$975K Sell
6,050
-232
-4% -$35.7K 0.03% 135
2023
Q1 		$953K Sell
6,282
-96
-2% -$14.5K 0.03% 143
2022
Q4 		$925K Hold
6,378
– – 0.03% 147
2022
Q3 		$820K Sell
6,378
-250
-4% -$35.4K 0.03% 151
2022
Q2 		$911K Sell
6,628
-45
-0.7% -$6.64K 0.03% 148
2022
Q1 		$1.04M Hold
6,673
– – 0.03% 148
2021
Q4 		$1.05M Hold
6,673
– – 0.03% 148
2021
Q3 		$971K Hold
6,673
– – 0.03% 150
2021
Q2 		$986K Hold
6,673
– – 0.03% 146
2021
Q1 		$943K Hold
6,673
– – 0.03% 147
2020
Q4 		$854K Hold
6,673
– – 0.03% 142
2020
Q3 		$750K Hold
6,673
– – 0.03% 151
2020
Q2 		$723K Sell
6,673
-1,600
-19% -$170K 0.03% 150
2020
Q1 		$796K Hold
8,273
– – 0.04% 148
2019
Q4 		$1.08M Hold
8,273
– – 0.04% 151
2019
Q3 		$986K Hold
8,273
– – 0.04% 203
2019
Q2 		$964K Buy
8,273
+5,328
+181% +$610K 0.04% 199
2019
Q1 		$332K Sell
2,945
-300
-9% -$32.9K 0.01% 307
2018
Q4 		$328K Sell
3,245
-100
-3% -$10.9K 0.02% 305
2018
Q3 		$387K Hold
3,345
– – 0.02% 219
2018
Q2 		$368K Hold
3,345
– – 0.02% 217
2018
Q1 		$366K Hold
3,345
– – 0.02% 216
2017
Q4 		$382K Buy
+3,345
New +$371K 0.03% 161

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bridges Investment Management's IVE Position: Q2 2026 in Review

Bridges Investment Management reduced its iShares S&P 500 Value ETF (IVE) stake by 0.72% in Q2 2026, selling an estimated $18.5K and leaving 11,462 shares worth $2.6M. The position accounts for 0.03% of the portfolio, ranked #162.

Bridges Investment Management first reported a position in IVE in Q4 2017 and has held it in 35 quarters since. The position peaked at $3.33M in Q3 2025. 1,215 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Bridges Investment Management held 11,462 shares of iShares S&P 500 Value ETF worth $2.6M as of Q2 2026.
  • Bridges Investment Management sold 83 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $18.5K.
  • iShares S&P 500 Value ETF made up 0.03% of Bridges Investment Management's portfolio in Q2 2026, its #162 holding.
  • Bridges Investment Management first reported a position in iShares S&P 500 Value ETF in Q4 2017 and has held it in 35 quarters since.
  • Bridges Investment Management's iShares S&P 500 Value ETF position peaked at $3.33M in Q3 2025.
  • 1,215 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Bridges Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.