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

MidFirst 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 		$2.23M Sell
9,804
-252
-3% -$56.3K 0.16% 121
2026
Q1 		$2.12M Sell
10,056
-701
-7% -$152K 0.18% 118
2025
Q4 		$2.28M Buy
+10,757
New +$2.25M 0.18% 107

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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MidFirst Bank's IVE Position: Q2 2026 in Review

MidFirst Bank reduced its iShares S&P 500 Value ETF (IVE) stake by 2.5% in Q2 2026, selling an estimated $56.3K and leaving 9,804 shares worth $2.23M. The position accounts for 0.16% of the portfolio, ranked #121.

MidFirst Bank first reported a position in IVE in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.28M in Q4 2025. 1,551 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • MidFirst Bank held 9,804 shares of iShares S&P 500 Value ETF worth $2.23M as of Q2 2026.
  • MidFirst Bank sold 252 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $56.3K.
  • iShares S&P 500 Value ETF made up 0.16% of MidFirst Bank's portfolio in Q2 2026, its #121 holding.
  • MidFirst Bank first reported a position in iShares S&P 500 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • MidFirst Bank's iShares S&P 500 Value ETF position peaked at $2.28M in Q4 2025.
  • 1,551 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on MidFirst Bank's 13F filing for Q2 2026, filed 7 Aug 2026.