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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
Q3 		$939K Hold
4,114
– – 0.1% 191
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

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
SA
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Central Pacific Bank - Trust Division's IVE Position: Q3 2026 in Review

Central Pacific Bank - Trust Division held its iShares S&P 500 Value ETF (IVE) position steady in Q3 2026 at 4,114 shares worth $939K. The position accounts for 0.1% of the portfolio, ranked #191.

Central Pacific Bank - Trust Division first reported a position in IVE in Q1 2024 and has held it in 7 quarters since. 95 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

  • Central Pacific Bank - Trust Division held 4,114 shares of iShares S&P 500 Value ETF worth $939K as of Q3 2026.
  • Central Pacific Bank - Trust Division left its iShares S&P 500 Value ETF share count unchanged in Q3 2026.
  • iShares S&P 500 Value ETF made up 0.1% of Central Pacific Bank - Trust Division's portfolio in Q3 2026, its #191 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 7 quarters since.
  • 95 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Central Pacific Bank - Trust Division's 13F filing for Q3 2026, filed 6 Oct 2026.