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

Crews Bank & Trust’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 		$53.1K Sell
234
-536
-70% -$120K 0.01% 361
2026
Q1 		$163K Buy
770
+544
+241% +$118K 0.02% 232
2025
Q4 		$47.9K Hold
226
– – 0.01% 363
2025
Q3 		$46.7K Hold
226
– – 0.01% 372
2025
Q2 		$44.2K Hold
226
– – 0.01% 367
2025
Q1 		$43.1K Buy
+226
New +$43.7K 0.01% 360

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Crews Bank & Trust's IVE Position: Q2 2026 in Review

Crews Bank & Trust reduced its iShares S&P 500 Value ETF (IVE) stake by 70% in Q2 2026, selling an estimated $120K and leaving 234 shares worth $53.1K. The position accounts for 0.01% of the portfolio, ranked #361.

Crews Bank & Trust first reported a position in IVE in Q1 2025 and has held it in 6 quarters since. The position peaked at $163K in Q1 2026. 1,766 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Crews Bank & Trust held 234 shares of iShares S&P 500 Value ETF worth $53.1K as of Q2 2026.
  • Crews Bank & Trust sold 536 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $120K.
  • iShares S&P 500 Value ETF made up 0.01% of Crews Bank & Trust's portfolio in Q2 2026, its #361 holding.
  • Crews Bank & Trust first reported a position in iShares S&P 500 Value ETF in Q1 2025 and has held it in 6 quarters since.
  • Crews Bank & Trust's iShares S&P 500 Value ETF position peaked at $163K in Q1 2026.
  • 1,766 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.