Evercore Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Evercore Wealth Management’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	$3.78M	Sell	16,631 -31	-0.2%	-$6.92K	0.05%	123
2026 Q1	$3.52M	Hold	16,662	–	–	0.06%	121
2025 Q4	$3.53M	Sell	16,662 -3	-0%	-$629	0.05%	123
2025 Q3	$3.44M	Sell	16,665 -172	-1%	-$34.5K	0.05%	123
2025 Q2	$3.29M	Hold	16,837	–	–	0.05%	122
2025 Q1	$3.21M	Sell	16,837 -525	-3%	-$102K	0.05%	127
2024 Q4	$3.31M	Buy	17,362 +2,812	+19%	+$558K	0.05%	127
2024 Q3	$2.87M	Sell	14,550 -9,124	-39%	-$1.73M	0.04%	134
2024 Q2	$4.31M	Sell	23,674 -200	-0.8%	-$36.4K	0.07%	107
2024 Q1	$4.46M	Sell	23,874 -151	-0.6%	-$26.8K	0.07%	104
2023 Q4	$4.18M	Hold	24,025	–	–	0.07%	108
2023 Q3	$3.7M	Sell	24,025 -25	-0.1%	-$4.04K	0.07%	109
2023 Q2	$3.88M	Sell	24,050 -25	-0.1%	-$3.85K	0.07%	109
2023 Q1	$3.65M	Buy	24,075 +789	+3%	+$119K	0.07%	110
2022 Q4	$3.38M	Sell	23,286 -308	-1%	-$44K	0.07%	117
2022 Q3	$3.03M	Sell	23,594 -50	-0.2%	-$7.08K	0.07%	116
2022 Q2	$3.25M	Sell	23,644 -189	-0.8%	-$27.9K	0.07%	115
2022 Q1	$3.71M	Sell	23,833 -173	-0.7%	-$26.6K	0.07%	121
2021 Q4	$3.76M	Sell	24,006 -328	-1%	-$49.9K	0.06%	123
2021 Q3	$3.54M	Sell	24,334 -30	-0.1%	-$4.47K	0.06%	125
2021 Q2	$3.6M	Hold	24,364	–	–	0.07%	124
2021 Q1	$3.44M	Buy	24,364 +103	+0.4%	+$13.9K	0.07%	125
2020 Q4	$3.11M	Buy	24,261 +972	+4%	+$118K	0.07%	125
2020 Q3	$2.62M	Sell	23,289 -376	-2%	-$42.6K	0.06%	128
2020 Q2	$2.56M	Buy	23,665 +612	+3%	+$64.9K	0.07%	126
2020 Q1	$2.22M	Sell	23,053 -65	-0.3%	-$7.74K	0.07%	125
2019 Q4	$3.01M	Buy	23,118 +15,691	+211%	+$1.95M	0.08%	123
2019 Q3	$885K	Hold	7,427	–	–	0.03%	220
2019 Q2	$866K	Hold	7,427	–	–	0.03%	222
2019 Q1	$837K	Hold	7,427	–	–	0.03%	218
2018 Q4	$751K	Hold	7,427	–	–	0.03%	209
2018 Q3	$860K	Hold	7,427	–	–	0.03%	220
2018 Q2	$818K	Hold	7,427	–	–	0.03%	222
2018 Q1	$812K	Hold	7,427	–	–	0.03%	199
2017 Q4	$848K	Hold	7,427	–	–	0.03%	203
2017 Q3	$801K	Hold	7,427	–	–	0.03%	196
2017 Q2	$780K	Hold	7,427	–	–	0.03%	204
2017 Q1	$773K	Hold	7,427	–	–	0.03%	209
2016 Q4	$753K	Hold	7,427	–	–	0.03%	208
2016 Q3	$705K	Hold	7,427	–	–	0.03%	208
2016 Q2	$690K	Hold	7,427	–	–	0.03%	204
2016 Q1	$668K	Hold	7,427	–	–	0.03%	210
2015 Q4	$658K	Hold	7,427	–	–	0.03%	220
2015 Q3	$624K	Hold	7,427	–	–	0.03%	230
2015 Q2	$685K	Sell	7,427 -8,502	-53%	-$802K	0.03%	236
2015 Q1	$1.47M	Buy	+15,929	New	+$1.48M	0.07%	163
2014 Q4	–	Sell	-7,427	Closed	-$669K	–	920
2014 Q3	$669K	Hold	7,427	–	–	0.03%	227
2014 Q2	$671K	Hold	7,427	–	–	0.03%	233
2014 Q1	$645K	Hold	7,427	–	–	0.04%	230
2013 Q4	$635K	Hold	7,427	–	–	0.03%	235
2013 Q3	$582K	Hold	7,427	–	–	0.03%	260
2013 Q2	$563K	Buy	+7,427	New	+$564K	0.03%	262

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Evercore Wealth Management's IVE Position: Q2 2026 in Review

Evercore Wealth Management reduced its iShares S&P 500 Value ETF (IVE) stake by 0.19% in Q2 2026, selling an estimated $6.92K and leaving 16,631 shares worth $3.78M. The position accounts for 0.05% of the portfolio, ranked #123.

Evercore Wealth Management first reported a position in IVE in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.46M in Q1 2024. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Evercore Wealth Management held 16,631 shares of iShares S&P 500 Value ETF worth $3.78M as of Q2 2026.
Evercore Wealth Management sold 31 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $6.92K.
iShares S&P 500 Value ETF made up 0.05% of Evercore Wealth Management's portfolio in Q2 2026, its #123 holding.
Evercore Wealth Management first reported a position in iShares S&P 500 Value ETF in Q2 2013 and has held it in 52 quarters since.
Evercore Wealth Management's iShares S&P 500 Value ETF position peaked at $4.46M in Q1 2024.
1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.