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

First PREMIER 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 Q2	$139K	Hold	614	–	–	0.02%	190
2026 Q1	$130K	Hold	614	–	–	0.03%	184
2025 Q4	$130K	Hold	614	–	–	0.03%	181
2025 Q3	$127K	Hold	614	–	–	0.03%	185
2025 Q2	$120K	Hold	614	–	–	0.03%	183
2025 Q1	$117K	Hold	614	–	–	0.03%	181
2024 Q4	$117K	Hold	614	–	–	0.03%	178
2024 Q3	$121K	Hold	614	–	–	0.03%	183
2024 Q2	$112K	Hold	614	–	–	0.03%	177
2024 Q1	$115K	Hold	614	–	–	0.03%	177
2023 Q4	$107K	Sell	614 -125	-17%	-$20.1K	0.03%	181
2023 Q3	$114K	Sell	739 -78	-10%	-$12.6K	0.04%	176
2023 Q2	$132K	Hold	817	–	–	0.04%	173
2023 Q1	$124K	Buy	+817	New	+$123K	0.04%	178

Other funds holding IVE

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

HFBOT

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

First PREMIER Bank's IVE Position: Q2 2026 in Review

First PREMIER Bank held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 614 shares worth $139K. The position accounts for 0.02% of the portfolio, ranked #190.

First PREMIER Bank first reported a position in IVE in Q1 2023 and has held it in 14 quarters since. 336 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

First PREMIER Bank held 614 shares of iShares S&P 500 Value ETF worth $139K as of Q2 2026.
First PREMIER Bank left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
iShares S&P 500 Value ETF made up 0.02% of First PREMIER Bank's portfolio in Q2 2026, its #190 holding.
First PREMIER Bank first reported a position in iShares S&P 500 Value ETF in Q1 2023 and has held it in 14 quarters since.
336 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on First PREMIER Bank's 13F filing for Q2 2026, filed 15 Jul 2026.