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

First Interstate 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	$289K	Buy	+1,369	New	+$296K	0.02%	169
2025 Q1	–	Sell	-1,663	Closed	-$317K	–	178
2024 Q4	$317K	Sell	1,663 -657	-28%	-$130K	0.02%	144
2024 Q3	$457K	Hold	2,320	–	–	0.03%	126
2024 Q2	$422K	Sell	2,320 -31	-1%	-$5.65K	0.03%	120
2024 Q1	$439K	Hold	2,351	–	–	0.03%	116
2023 Q4	$409K	Hold	2,351	–	–	0.03%	120
2023 Q3	$362K	Hold	2,351	–	–	0.03%	129
2023 Q2	$379K	Hold	2,351	–	–	0.03%	126
2023 Q1	$357K	Sell	2,351 -149	-6%	-$22.5K	0.03%	133
2022 Q4	$363K	Sell	2,500 -919	-27%	-$131K	0.03%	141
2022 Q3	$439K	Buy	3,419 +817	+31%	+$116K	0.04%	119
2022 Q2	$358K	Hold	2,602	–	–	0.03%	126
2022 Q1	$405K	Sell	2,602 -70	-3%	-$10.8K	0.04%	90
2021 Q4	$419K	Hold	2,672	–	–	0.04%	80
2021 Q3	$389K	Hold	2,672	–	–	0.04%	82
2021 Q2	$394K	Buy	+2,672	New	+$394K	0.04%	81
2020 Q4	$343K	Hold	2,678	–	–	0.05%	79
2020 Q3	$301K	Sell	2,678 -900	-25%	-$102K	0.05%	86
2020 Q2	$387K	Buy	3,578 +579	+19%	+$61.4K	0.05%	121
2020 Q1	$289K	Buy	2,999 +600	+25%	+$71.4K	0.07%	126
2019 Q4	$312K	Hold	2,399	–	–	0.07%	138
2019 Q3	$286K	Buy	2,399 +561	+31%	+$65.8K	0.07%	146
2019 Q2	$214K	Hold	1,838	–	–	0.05%	171
2019 Q1	$207K	Sell	1,838 -250	-12%	-$27.5K	0.05%	179
2018 Q4	$211K	Buy	2,088 +162	+8%	+$17.7K	0.05%	163
2018 Q3	$223K	Buy	1,926 +225	+13%	+$25.8K	0.05%	173
2018 Q2	$187K	Buy	1,701 +681	+67%	+$75.5K	0.04%	191
2018 Q1	$112K	Buy	+1,020	New	+$117K	0.03%	262

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

First Interstate Bank's IVE Position: Q1 2026 in Review

First Interstate Bank opened a new position in iShares S&P 500 Value ETF (IVE) in Q1 2026: 1,369 shares worth $289K. The stake represents 0.02% of the portfolio and ranks #169 among its holdings. This is a return to the name: First Interstate Bank previously reported a position in IVE as recently as Q4 2024.

First Interstate Bank first reported a position in IVE in Q1 2018 and has held it in 28 quarters since. The position peaked at $457K in Q3 2024. 1,704 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

First Interstate Bank held 1,369 shares of iShares S&P 500 Value ETF worth $289K as of Q1 2026.
iShares S&P 500 Value ETF was a new First Interstate Bank position in Q1 2026.
iShares S&P 500 Value ETF made up 0.02% of First Interstate Bank's portfolio in Q1 2026, its #169 holding.
First Interstate Bank first reported a position in iShares S&P 500 Value ETF in Q1 2018 and has held it in 28 quarters since.
First Interstate Bank's iShares S&P 500 Value ETF position peaked at $457K in Q3 2024.
1,704 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on First Interstate Bank's 13F filing for Q1 2026, filed 29 Apr 2026.