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Nations Financial Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Nations Financial Group’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 		$3.51M Buy
15,460
+685
+5% +$153K 0.17% 137
2026
Q1 		$3.12M Buy
14,775
+132
+0.9% +$28.6K 0.16% 149
2025
Q4 		$3.11M Buy
14,643
+284
+2% +$59.5K 0.16% 146
2025
Q3 		$2.97M Buy
14,359
+1,100
+8% +$221K 0.18% 135
2025
Q2 		$2.59M Buy
13,259
+259
+2% +$48.2K 0.18% 142
2025
Q1 		$2.48M Sell
13,000
-472
-4% -$91.3K 0.19% 142
2024
Q4 		$2.57M Sell
13,472
-12,969
-49% -$2.57M 0.19% 139
2024
Q3 		$5.21M Buy
26,441
+2,223
+9% +$422K 0.38% 60
2024
Q2 		$4.41M Buy
24,218
+5,222
+27% +$951K 0.36% 60
2024
Q1 		$3.55M Buy
18,996
+2,721
+17% +$484K 0.3% 77
2023
Q4 		$2.83M Sell
16,275
-480
-3% -$77.1K 0.26% 91
2023
Q3 		$2.58M Sell
16,755
-895
-5% -$145K 0.26% 94
2023
Q2 		$2.85M Sell
17,650
-1,666
-9% -$256K 0.28% 86
2023
Q1 		$2.93M Sell
19,316
-151
-0.8% -$22.8K 0.31% 77
2022
Q4 		$2.82M Sell
19,467
-943
-5% -$135K 0.32% 75
2022
Q3 		$2.62M Sell
20,410
-779
-4% -$110K 0.38% 60
2022
Q2 		$2.91M Buy
21,189
+14
+0.1% +$2.07K 0.39% 57
2022
Q1 		$3.3M Buy
21,175
+31
+0.1% +$4.77K 0.4% 51
2021
Q4 		$3.31M Buy
21,144
+3,541
+20% +$538K 0.44% 48
2021
Q3 		$2.56M Sell
17,603
-5,783
-25% -$862K 0.39% 55
2021
Q2 		$3.45M Buy
23,386
+2,724
+13% +$401K 0.58% 30
2021
Q1 		$2.92M Buy
20,662
+14,075
+214% +$1.89M 0.66% 26
2020
Q4 		$843K Sell
6,587
-83
-1% -$10K 0.22% 130
2020
Q3 		$750K Sell
6,670
-1,243
-16% -$141K 0.23% 132
2020
Q2 		$856K Buy
7,913
+3
+0% +$318 0.3% 96
2020
Q1 		$761K Buy
7,910
+536
+7% +$63.8K 0.32% 93
2019
Q4 		$959K Buy
7,374
+1,302
+21% +$162K 0.33% 92
2019
Q3 		$742K Sell
6,072
-194
-3% -$22.8K 0.27% 119
2019
Q2 		$730K Sell
6,266
-1,121
-15% -$128K 0.48% 56
2019
Q1 		$833K Buy
7,387
+15
+0.2% +$1.65K 0.57% 47
2018
Q4 		$746K Buy
7,372
+229
+3% +$25.1K 0.6% 41
2018
Q3 		$827K Buy
7,143
+1,266
+22% +$145K 0.59% 42
2018
Q2 		$647K Sell
5,877
-878
-13% -$97.3K 0.54% 54
2018
Q1 		$739K Buy
6,755
+2
+0% +$229 0.67% 38
2017
Q4 		$771K Sell
6,753
-168
-2% -$18.6K 0.71% 35
2017
Q3 		$747K Buy
6,921
+3
+0% +$318 0.73% 38
2017
Q2 		$726K Buy
6,918
+1,331
+24% +$139K 0.6% 48
2017
Q1 		$581K Sell
5,587
-722
-11% -$75K 0.57% 54
2016
Q4 		$640K Buy
6,309
+16
+0.3% +$1.56K 0.69% 47
2016
Q3 		$598K Buy
6,293
+73
+1% +$6.95K 0.59% 53
2016
Q2 		$578K Sell
6,220
-864
-12% -$79.1K 0.61% 52
2016
Q1 		$637K Buy
7,084
+316
+5% +$27K 0.73% 43
2015
Q4 		$599K Buy
+6,768
New +$605K 0.78% 46

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
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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Nations Financial Group's IVE Position: Q2 2026 in Review

Nations Financial Group increased its iShares S&P 500 Value ETF (IVE) stake by 4.6% in Q2 2026, buying an estimated $153K and bringing the position to 15,460 shares worth $3.51M. The position accounts for 0.17% of the portfolio, ranked #137.

Nations Financial Group first reported a position in IVE in Q4 2015 and has held it in 43 quarters since. The position peaked at $5.21M in Q3 2024. 616 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Nations Financial Group held 15,460 shares of iShares S&P 500 Value ETF worth $3.51M as of Q2 2026.
  • Nations Financial Group bought 685 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $153K.
  • iShares S&P 500 Value ETF made up 0.17% of Nations Financial Group's portfolio in Q2 2026, its #137 holding.
  • Nations Financial Group first reported a position in iShares S&P 500 Value ETF in Q4 2015 and has held it in 43 quarters since.
  • Nations Financial Group's iShares S&P 500 Value ETF position peaked at $5.21M in Q3 2024.
  • 616 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.