Independence Bank of Kentucky’s iShares S&P 500 Value ETF IVE Stock Holding History

Independence Bank of Kentucky’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	$315K	Hold	1,387	–	–	0.04%	248
2026 Q1	$293K	Hold	1,387	–	–	0.04%	245
2025 Q4	$294K	Hold	1,387	–	–	0.04%	247
2025 Q3	$286K	Hold	1,387	–	–	0.04%	255
2025 Q2	$271K	Sell	1,387 -59	-4%	-$11K	0.04%	257
2025 Q1	$276K	Hold	1,446	–	–	0.04%	248
2024 Q4	$276K	Buy	1,446 +1,234	+582%	+$245K	0.04%	254
2024 Q3	$41.8K	Hold	212	–	–	0.01%	381
2024 Q2	$38.6K	Hold	212	–	–	0.01%	359
2024 Q1	$39.6K	Hold	212	–	–	0.01%	339
2023 Q4	$36.9K	Hold	212	–	–	0.01%	330
2023 Q3	$32.6K	Hold	212	–	–	0.01%	316
2023 Q2	$34.2K	Hold	212	–	–	0.01%	311
2023 Q1	$32.2K	Hold	212	–	–	0.01%	289
2022 Q4	$31K	Hold	212	–	–	0.01%	293
2022 Q3	$27K	Sell	212 -38	-15%	-$5.38K	0.01%	286
2022 Q2	$34K	Hold	250	–	–	0.02%	276
2022 Q1	$39K	Hold	250	–	–	0.02%	277
2021 Q4	$39K	Buy	250 +9	+4%	+$1.37K	0.02%	261
2021 Q3	$35K	Hold	241	–	–	0.02%	267
2021 Q2	$36K	Buy	241 +29	+14%	+$4.27K	0.02%	265
2021 Q1	$30K	Hold	212	–	–	0.01%	268
2020 Q4	$27K	Hold	212	–	–	0.01%	269
2020 Q3	$24K	Buy	+212	New	+$24K	0.01%	268

Other funds holding IVE

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

CWM

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HFBOT

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

Independence Bank of Kentucky's IVE Position: Q2 2026 in Review

Independence Bank of Kentucky held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 1,387 shares worth $315K. The position accounts for 0.04% of the portfolio, ranked #248.

Independence Bank of Kentucky first reported a position in IVE in Q3 2020 and has held it in 24 quarters since. 911 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Independence Bank of Kentucky held 1,387 shares of iShares S&P 500 Value ETF worth $315K as of Q2 2026.
Independence Bank of Kentucky left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
iShares S&P 500 Value ETF made up 0.04% of Independence Bank of Kentucky's portfolio in Q2 2026, its #248 holding.
Independence Bank of Kentucky first reported a position in iShares S&P 500 Value ETF in Q3 2020 and has held it in 24 quarters since.
911 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.