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Indiana Trust & Investment Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Indiana Trust & Investment Management’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 		$38.4K Sell
169
-22
-12% -$4.91K 0.01% 319
2026
Q1 		$40.3K Buy
191
+99
+108% +$21.4K 0.01% 308
2025
Q4 		$19.5K Hold
92
– – 0.01% 354
2025
Q3 		$19K Hold
92
– – 0.01% 352
2025
Q2 		$18K Hold
92
– – 0.01% 351
2025
Q1 		$17.5K Hold
92
– – 0.01% 351
2024
Q4 		$17.6K Hold
92
– – 0.01% 352
2024
Q3 		$18.1K Hold
92
– – 0.01% 370
2024
Q2 		$16.7K Hold
92
– – 0.01% 349
2024
Q1 		$17.2K Hold
92
– – 0.01% 351
2023
Q4 		$16K Buy
+92
New +$14.8K 0.01% 329

Other funds holding IVE

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
CC
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
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

Indiana Trust & Investment Management's IVE Position: Q2 2026 in Review

Indiana Trust & Investment Management reduced its iShares S&P 500 Value ETF (IVE) stake by 12% in Q2 2026, selling an estimated $4.91K and leaving 169 shares worth $38.4K. The position accounts for 0.01% of the portfolio, ranked #319.

Indiana Trust & Investment Management first reported a position in IVE in Q4 2023 and has held it in 11 quarters since. The position peaked at $40.3K in Q1 2026. 652 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Indiana Trust & Investment Management held 169 shares of iShares S&P 500 Value ETF worth $38.4K as of Q2 2026.
  • Indiana Trust & Investment Management sold 22 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $4.91K.
  • iShares S&P 500 Value ETF made up 0.01% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #319 holding.
  • Indiana Trust & Investment Management first reported a position in iShares S&P 500 Value ETF in Q4 2023 and has held it in 11 quarters since.
  • Indiana Trust & Investment Management's iShares S&P 500 Value ETF position peaked at $40.3K in Q1 2026.
  • 652 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.