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

Eastern 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
Q3 		$985K Buy
4,317
+683
+19% +$160K 0.02% 202
2026
Q2 		$825K Sell
3,634
-455
-11% -$102K 0.01% 223
2026
Q1 		$863K Sell
4,089
-59
-1% -$12.8K 0.01% 215
2025
Q4 		$880K Buy
4,148
+154
+4% +$32.3K 0.02% 205
2025
Q3 		$825K Sell
3,994
-169
-4% -$33.9K 0.01% 207
2025
Q2 		$814K Buy
4,163
+220
+6% +$41K 0.02% 204
2025
Q1 		$751K Sell
3,943
-1,189
-23% -$230K 0.01% 229
2024
Q4 		$980K Hold
5,132
– – 0.02% 212
2024
Q3 		$1.01M Buy
+5,132
New +$975K 0.02% 226

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

Eastern Bank's IVE Position: Q3 2026 in Review

Eastern Bank increased its iShares S&P 500 Value ETF (IVE) stake by 19% in Q3 2026, buying an estimated $160K and bringing the position to 4,317 shares worth $985K. The position accounts for 0.02% of the portfolio, ranked #202.

Eastern Bank first reported a position in IVE in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.01M in Q3 2024. 95 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

  • Eastern Bank held 4,317 shares of iShares S&P 500 Value ETF worth $985K as of Q3 2026.
  • Eastern Bank bought 683 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $160K.
  • iShares S&P 500 Value ETF made up 0.02% of Eastern Bank's portfolio in Q3 2026, its #202 holding.
  • Eastern Bank first reported a position in iShares S&P 500 Value ETF in Q3 2024 and has held it in 9 quarters since.
  • Eastern Bank's iShares S&P 500 Value ETF position peaked at $1.01M in Q3 2024.
  • 95 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Eastern Bank's 13F filing for Q3 2026, filed 5 Oct 2026.