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

Commerce 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 		$16.1M Buy
76,408
+66,220
+650% +$14.3M 0.08% 195
2025
Q4 		$2.16M Hold
10,188
– – 0.01% 480
2025
Q3 		$2.1M Buy
10,188
+204
+2% +$41K 0.01% 491
2025
Q2 		$1.95M Sell
9,984
-403
-4% -$75.1K 0.01% 500
2025
Q1 		$1.98M Buy
10,387
+190
+2% +$36.8K 0.01% 482
2024
Q4 		$1.95M Buy
10,197
+1,079
+12% +$214K 0.01% 489
2024
Q3 		$1.8M Buy
9,118
+441
+5% +$83.8K 0.01% 499
2024
Q2 		$1.58M Hold
8,677
– – 0.01% 508
2024
Q1 		$1.62M Hold
8,677
– – 0.01% 519
2023
Q4 		$1.51M Sell
8,677
-244
-3% -$39.2K 0.01% 512
2023
Q3 		$1.37M Buy
8,921
+113
+1% +$18.3K 0.01% 509
2023
Q2 		$1.42M Sell
8,808
-2
-0% -$308 0.01% 509
2023
Q1 		$1.34M Buy
8,810
+315
+4% +$47.6K 0.01% 513
2022
Q4 		$1.23M Buy
8,495
+508
+6% +$72.5K 0.01% 520
2022
Q3 		$1.03M Hold
7,987
– – 0.01% 543
2022
Q2 		$1.1M Sell
7,987
-140
-2% -$20.7K 0.01% 547
2022
Q1 		$1.27M Hold
8,127
– – 0.01% 548
2021
Q4 		$1.27M Buy
8,127
+203
+3% +$30.9K 0.01% 569
2021
Q3 		$1.15M Sell
7,924
-487
-6% -$72.6K 0.01% 573
2021
Q2 		$1.24M Sell
8,411
-56
-0.7% -$8.25K 0.01% 546
2021
Q1 		$1.2M Sell
8,467
-2,348
-22% -$316K 0.01% 537
2020
Q4 		$1.39M Sell
10,815
-3,836
-26% -$464K 0.01% 488
2020
Q3 		$1.65M Sell
14,651
-12,469
-46% -$1.41M 0.01% 429
2020
Q2 		$2.94M Buy
27,120
+2,940
+12% +$312K 0.03% 348
2020
Q1 		$2.33M Buy
24,180
+166
+0.7% +$19.8K 0.03% 329
2019
Q4 		$3.12M Sell
24,014
-5
-0% -$622 0.03% 335
2019
Q3 		$2.86M Buy
24,019
+636
+3% +$74.6K 0.03% 341
2019
Q2 		$2.73M Hold
23,383
– – 0.03% 277
2019
Q1 		$2.64M Buy
23,383
+295
+1% +$32.4K 0.03% 264
2018
Q4 		$2.33M Buy
23,088
+964
+4% +$105K 0.03% 265
2018
Q3 		$2.56M Buy
22,124
+606
+3% +$69.6K 0.03% 268
2018
Q2 		$2.37M Sell
21,518
-208
-1% -$23K 0.03% 275
2018
Q1 		$2.38M Buy
21,726
+380
+2% +$43.4K 0.03% 267
2017
Q4 		$2.44M Buy
21,346
+1,525
+8% +$169K 0.03% 268
2017
Q3 		$2.14M Buy
19,821
+15,144
+324% +$1.6M 0.03% 279
2017
Q2 		$491K Hold
4,677
– – 0.01% 542
2017
Q1 		$487K Sell
4,677
-2,391
-34% -$248K 0.01% 540
2016
Q4 		$717K Buy
7,068
+1,765
+33% +$172K 0.01% 440
2016
Q3 		$504K Buy
5,303
+2,481
+88% +$236K 0.01% 501
2016
Q2 		$262K Sell
2,822
-432
-13% -$39.5K ﹤0.01% 699
2016
Q1 		$293K Buy
3,254
+432
+15% +$36.9K ﹤0.01% 652
2015
Q4 		$250K Hold
2,822
– – ﹤0.01% 701
2015
Q3 		$237K Sell
2,822
-355
-11% -$31.7K ﹤0.01% 718
2015
Q2 		$293K Buy
3,177
+458
+17% +$43.2K ﹤0.01% 674
2015
Q1 		$252K Hold
2,719
– – ﹤0.01% 716
2014
Q4 		$255K Buy
2,719
+300
+12% +$27.5K ﹤0.01% 726
2014
Q3 		$218K Sell
2,419
-150
-6% -$13.6K ﹤0.01% 752
2014
Q2 		$232K Hold
2,569
– – ﹤0.01% 724
2014
Q1 		$223K Hold
2,569
– – ﹤0.01% 711
2013
Q4 		$220K Hold
2,569
– – ﹤0.01% 713
2013
Q3 		$201K Buy
+2,569
New +$203K ﹤0.01% 716

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commerce Bank's IVE Position: Q1 2026 in Review

Commerce Bank increased its iShares S&P 500 Value ETF (IVE) stake by 650% in Q1 2026, buying an estimated $14.3M and bringing the position to 76,408 shares worth $16.1M. The position accounts for 0.08% of the portfolio, ranked #195.

Commerce Bank first reported a position in IVE in Q3 2013 and has held it in 51 quarters since. 1,705 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

  • Commerce Bank held 76,408 shares of iShares S&P 500 Value ETF worth $16.1M as of Q1 2026.
  • Commerce Bank bought 66,220 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $14.3M.
  • iShares S&P 500 Value ETF made up 0.08% of Commerce Bank's portfolio in Q1 2026, its #195 holding.
  • Commerce Bank first reported a position in iShares S&P 500 Value ETF in Q3 2013 and has held it in 51 quarters since.
  • 1,705 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Commerce Bank's 13F filing for Q1 2026, filed 11 May 2026.