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

Fulton 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	$424K	Sell	1,868 -63	-3%	-$14.1K	0.01%	522
2026 Q1	$408K	Hold	1,931	–	–	0.01%	492
2025 Q4	$410K	Sell	1,931 -146	-7%	-$30.6K	0.01%	486
2025 Q3	$429K	Buy	2,077 +481	+30%	+$96.6K	0.02%	470
2025 Q2	$312K	Buy	1,596 +66	+4%	+$12.3K	0.01%	537
2025 Q1	$292K	Sell	1,530 -539	-26%	-$104K	0.01%	534
2024 Q4	$395K	Buy	2,069 +971	+88%	+$193K	0.02%	478
2024 Q3	$216K	Buy	+1,098	New	+$209K	0.01%	621
2024 Q2	–	Sell	-1,258	Closed	-$235K	–	640
2024 Q1	$235K	Hold	1,258	–	–	0.01%	560
2023 Q4	$219K	Buy	+1,258	New	+$202K	0.01%	552
2023 Q3	–	Sell	-1,258	Closed	-$203K	–	583
2023 Q2	$203K	Buy	+1,258	New	+$194K	0.01%	532

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fulton Bank's IVE Position: Q2 2026 in Review

Fulton Bank reduced its iShares S&P 500 Value ETF (IVE) stake by 3.3% in Q2 2026, selling an estimated $14.1K and leaving 1,868 shares worth $424K. The position accounts for 0.01% of the portfolio, ranked #522.

Fulton Bank first reported a position in IVE in Q2 2023 and has held it in 11 quarters since. The position peaked at $429K in Q3 2025. 1,764 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Fulton Bank held 1,868 shares of iShares S&P 500 Value ETF worth $424K as of Q2 2026.
Fulton Bank sold 63 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $14.1K.
iShares S&P 500 Value ETF made up 0.01% of Fulton Bank's portfolio in Q2 2026, its #522 holding.
Fulton Bank first reported a position in iShares S&P 500 Value ETF in Q2 2023 and has held it in 11 quarters since.
Fulton Bank's iShares S&P 500 Value ETF position peaked at $429K in Q3 2025.
1,764 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Fulton Bank's 13F filing for Q2 2026, filed 9 Jul 2026.