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 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 $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Busey Bank's IVE Position: Q1 2026 in Review

Busey Bank held its iShares S&P 500 Value ETF (IVE) position steady in Q1 2026 at 2,201 shares worth $465K. The position accounts for 0.01% of the portfolio, ranked #250.

Busey Bank first reported a position in IVE in Q4 2019 and has held it in 13 quarters since. The position peaked at $597K in Q3 2024. 1,707 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

Busey Bank held 2,201 shares of iShares S&P 500 Value ETF worth $465K as of Q1 2026.
Busey Bank left its iShares S&P 500 Value ETF share count unchanged in Q1 2026.
iShares S&P 500 Value ETF made up 0.01% of Busey Bank's portfolio in Q1 2026, its #250 holding.
Busey Bank first reported a position in iShares S&P 500 Value ETF in Q4 2019 and has held it in 13 quarters since.
Busey Bank's iShares S&P 500 Value ETF position peaked at $597K in Q3 2024.
1,707 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Busey Bank's 13F filing for Q1 2026, filed 28 Apr 2026.