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

Busey 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 Q2	$495K	Sell	2,179 -22	-1%	-$4.91K	0.01%	252
2026 Q1	$465K	Hold	2,201	–	–	0.01%	250
2025 Q4	$467K	Sell	2,201 -215	-9%	-$45.1K	0.01%	254
2025 Q3	$499K	Hold	2,416	–	–	0.01%	241
2025 Q2	$472K	Sell	2,416 -9	-0.4%	-$1.68K	0.01%	236
2025 Q1	$462K	Hold	2,425	–	–	0.02%	240
2024 Q4	$463K	Sell	2,425 -602	-20%	-$119K	0.02%	238
2024 Q3	$597K	Buy	3,027 +173	+6%	+$32.9K	0.02%	223
2024 Q2	$519K	Buy	+2,854	New	+$520K	0.02%	232
2024 Q1	–	Sell	-1,178	Closed	-$205K	–	354
2023 Q4	$205K	Buy	+1,178	New	+$189K	0.01%	322
2023 Q3	–	Sell	-1,262	Closed	-$203K	–	315
2023 Q2	$203K	Buy	+1,262	New	+$194K	0.01%	307
2020 Q3	–	Sell	-2,158	Closed	-$234K	–	329
2020 Q2	$234K	Hold	2,158	–	–	0.02%	286
2020 Q1	$208K	Hold	2,158	–	–	0.02%	288
2019 Q4	$281K	Buy	+2,158	New	+$269K	0.02%	292

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

Busey Bank's IVE Position: Q2 2026 in Review

Busey Bank reduced its iShares S&P 500 Value ETF (IVE) stake by 1% in Q2 2026, selling an estimated $4.91K and leaving 2,179 shares worth $495K. The position accounts for 0.01% of the portfolio, ranked #252.

Busey Bank first reported a position in IVE in Q4 2019 and has held it in 14 quarters since. The position peaked at $597K in Q3 2024. 1,769 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Busey Bank held 2,179 shares of iShares S&P 500 Value ETF worth $495K as of Q2 2026.
Busey Bank sold 22 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $4.91K.
iShares S&P 500 Value ETF made up 0.01% of Busey Bank's portfolio in Q2 2026, its #252 holding.
Busey Bank first reported a position in iShares S&P 500 Value ETF in Q4 2019 and has held it in 14 quarters since.
Busey Bank's iShares S&P 500 Value ETF position peaked at $597K in Q3 2024.
1,769 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Busey Bank's 13F filing for Q2 2026, filed 13 Aug 2026.