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Central Pacific Bank - Trust Division’s iShares S&P 500 Value ETF IVE Stock Holding History

Central Pacific Bank - Trust Division’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 		$934K Hold
4,114
– – 0.09% 207
2026
Q1 		$869K Buy
4,114
+162
+4% +$35.1K 0.11% 190
2025
Q4 		$838K Buy
3,952
+1,845
+88% +$387K 0.1% 208
2025
Q3 		$435K Hold
2,107
– – 0.05% 309
2025
Q2 		$412K Buy
+2,107
New +$392K 0.05% 312
2024
Q2 		– Sell
-121
Closed -$22.5K – 967
2024
Q1 		$22.5K Buy
+121
New +$21.5K ﹤0.01% 764

Other funds holding IVE

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
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Central Pacific Bank - Trust Division's IVE Position: Q2 2026 in Review

Central Pacific Bank - Trust Division held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 4,114 shares worth $934K. The position accounts for 0.09% of the portfolio, ranked #207.

Central Pacific Bank - Trust Division first reported a position in IVE in Q1 2024 and has held it in 6 quarters since. 490 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Central Pacific Bank - Trust Division held 4,114 shares of iShares S&P 500 Value ETF worth $934K as of Q2 2026.
  • Central Pacific Bank - Trust Division left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Value ETF made up 0.09% of Central Pacific Bank - Trust Division's portfolio in Q2 2026, its #207 holding.
  • Central Pacific Bank - Trust Division first reported a position in iShares S&P 500 Value ETF in Q1 2024 and has held it in 6 quarters since.
  • 490 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Central Pacific Bank - Trust Division's 13F filing for Q2 2026, filed 7 Jul 2026.