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

Hills Bank & Trust’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 		$260K Hold
1,146
– – 0.01% 287
2026
Q1 		$242K Hold
1,146
– – 0.01% 272
2025
Q4 		$243K Sell
1,146
-7
-0.6% -$1.47K 0.01% 259
2025
Q3 		$238K Sell
1,153
-77
-6% -$15.5K 0.01% 254
2025
Q2 		$240K Sell
1,230
-109
-8% -$20.3K 0.02% 244
2025
Q1 		$255K Sell
1,339
-10
-0.7% -$1.94K 0.02% 232
2024
Q4 		$257K Hold
1,349
– – 0.02% 230
2024
Q3 		$266K Hold
1,349
– – 0.02% 230
2024
Q2 		$246K Sell
1,349
-15
-1% -$2.73K 0.02% 225
2024
Q1 		$255K Hold
1,364
– – 0.02% 224
2023
Q4 		$237K Hold
1,364
– – 0.02% 213
2023
Q3 		$210K Sell
1,364
-1
-0.1% -$162 0.02% 207
2023
Q2 		$220K Sell
1,365
-21
-2% -$3.23K 0.03% 195
2023
Q1 		$210K Hold
1,386
– – 0.03% 199
2022
Q4 		$201K Hold
1,386
– – 0.03% 203
2022
Q3 		$178K Hold
1,386
– – 0.03% 201
2022
Q2 		$191K Hold
1,386
– – 0.03% 199
2022
Q1 		$216K Sell
1,386
-50
-3% -$7.69K 0.03% 194
2021
Q4 		$225K Hold
1,436
– – 0.03% 200
2021
Q3 		$209K Hold
1,436
– – 0.03% 201
2021
Q2 		$212K Hold
1,436
– – 0.03% 193
2021
Q1 		$203K Sell
1,436
-16
-1% -$2.15K 0.03% 192
2020
Q4 		$186K Sell
1,452
-31
-2% -$3.75K 0.03% 190
2020
Q3 		$167K Sell
1,483
-1,100
-43% -$125K 0.03% 188
2020
Q2 		$280K Hold
2,583
– – 0.06% 153
2020
Q1 		$249K Buy
+2,583
New +$307K 0.07% 129

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Hills Bank & Trust's IVE Position: Q2 2026 in Review

Hills Bank & Trust held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 1,146 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #287.

Hills Bank & Trust first reported a position in IVE in Q1 2020 and has held it in 26 quarters since. The position peaked at $280K in Q2 2020. 1,769 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Hills Bank & Trust held 1,146 shares of iShares S&P 500 Value ETF worth $260K as of Q2 2026.
  • Hills Bank & Trust left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Value ETF made up 0.01% of Hills Bank & Trust's portfolio in Q2 2026, its #287 holding.
  • Hills Bank & Trust first reported a position in iShares S&P 500 Value ETF in Q1 2020 and has held it in 26 quarters since.
  • Hills Bank & Trust's iShares S&P 500 Value ETF position peaked at $280K in Q2 2020.
  • 1,769 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Hills Bank & Trust's 13F filing for Q2 2026, filed 10 Aug 2026.