First Horizon Corporation’s iShares S&P 500 Value ETF IVE Stock Holding History

First Horizon Corporation’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	$1.34M	Sell	5,907 -121	-2%	-$27K	0.05%	206
2026 Q1	$1.27M	Sell	6,028 -7	-0.1%	-$1.52K	0.05%	206
2025 Q4	$1.28M	Buy	6,035 +36	+0.6%	+$7.54K	0.06%	198
2025 Q3	$1.24M	Buy	+5,999	New	+$1.2M	0.06%	194
2021 Q2	$1.88M	Buy	12,708 +1,231	+11%	+$181K	0.17%	116
2021 Q1	$1.62M	Buy	11,477 +667	+6%	+$89.8K	0.15%	122
2020 Q4	$1.38M	Buy	10,810 +652	+6%	+$78.9K	0.14%	124
2020 Q3	$1.14M	Buy	+10,158	New	+$1.15M	0.12%	122
2013 Q2	$93K	Buy	+1,225	New	+$93K	0.03%	296

Other funds holding IVE

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

CWM

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HFBOT

Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return

First Horizon Corporation's IVE Position: Q2 2026 in Review

First Horizon Corporation reduced its iShares S&P 500 Value ETF (IVE) stake by 2% in Q2 2026, selling an estimated $27K and leaving 5,907 shares worth $1.34M. The position accounts for 0.05% of the portfolio, ranked #206.

First Horizon Corporation first reported a position in IVE in Q2 2013 and has held it in 9 quarters since. The position peaked at $1.88M in Q2 2021. 911 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

First Horizon Corporation held 5,907 shares of iShares S&P 500 Value ETF worth $1.34M as of Q2 2026.
First Horizon Corporation sold 121 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $27K.
iShares S&P 500 Value ETF made up 0.05% of First Horizon Corporation's portfolio in Q2 2026, its #206 holding.
First Horizon Corporation first reported a position in iShares S&P 500 Value ETF in Q2 2013 and has held it in 9 quarters since.
First Horizon Corporation's iShares S&P 500 Value ETF position peaked at $1.88M in Q2 2021.
911 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on First Horizon Corporation's 13F filing for Q2 2026, filed 20 Jul 2026.