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 Q3	$140K	Hold	614	–	–	0.02%	195
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

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Home Federal Bank of Tennessee Knoxville, Tennessee $465M AUM 18.18% 1-Year Est. Return

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

First PREMIER Bank's IVE Position: Q3 2026 in Review

First PREMIER Bank held its iShares S&P 500 Value ETF (IVE) position steady in Q3 2026 at 614 shares worth $140K. The position accounts for 0.02% of the portfolio, ranked #195.

First PREMIER Bank first reported a position in IVE in Q1 2023 and has held it in 15 quarters since. 459 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

First PREMIER Bank held 614 shares of iShares S&P 500 Value ETF worth $140K as of Q3 2026.
First PREMIER Bank left its iShares S&P 500 Value ETF share count unchanged in Q3 2026.
iShares S&P 500 Value ETF made up 0.02% of First PREMIER Bank's portfolio in Q3 2026, its #195 holding.
First PREMIER Bank first reported a position in iShares S&P 500 Value ETF in Q1 2023 and has held it in 15 quarters since.
459 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on First PREMIER Bank's 13F filing for Q3 2026, filed 13 Oct 2026.