First National Bank of Omaha’s iShares S&P 500 Value ETF IVE Stock Holding History

First National Bank of Omaha’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	$1.18M	Sell	5,677 -283	-5%	-$61.3K	0.04%	335
2025 Q4	$1.27M	Buy	+5,960	New	+$1.25M	0.04%	327
2020 Q1	–	Sell	-1,716	Closed	-$223K	–	333
2019 Q4	$223K	Sell	1,716 -427	-20%	-$53.1K	0.01%	335
2019 Q3	$255K	Sell	2,143 -3,056	-59%	-$359K	0.02%	313
2019 Q2	$606K	Buy	+5,199	New	+$596K	0.04%	257
2014 Q2	–	Sell	-14,690	Closed	-$1.28M	–	399
2014 Q1	$1.28M	Buy	+14,690	New	+$1.24M	0.09%	189

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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 National Bank of Omaha's IVE Position: Q1 2026 in Review

First National Bank of Omaha reduced its iShares S&P 500 Value ETF (IVE) stake by 4.7% in Q1 2026, selling an estimated $61.3K and leaving 5,677 shares worth $1.18M. The position accounts for 0.04% of the portfolio, ranked #335.

First National Bank of Omaha first reported a position in IVE in Q1 2014 and has held it in 6 quarters since. The position peaked at $1.28M in Q1 2014. 1,708 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

First National Bank of Omaha held 5,677 shares of iShares S&P 500 Value ETF worth $1.18M as of Q1 2026.
First National Bank of Omaha sold 283 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $61.3K.
iShares S&P 500 Value ETF made up 0.04% of First National Bank of Omaha's portfolio in Q1 2026, its #335 holding.
First National Bank of Omaha first reported a position in iShares S&P 500 Value ETF in Q1 2014 and has held it in 6 quarters since.
First National Bank of Omaha's iShares S&P 500 Value ETF position peaked at $1.28M in Q1 2014.
1,708 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on First National Bank of Omaha's 13F filing for Q1 2026, filed 11 May 2026.