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

Pinnacle 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 Q1	$689K	Hold	3,261	–	–	0.19%	57
2025 Q4	$691K	Buy	3,261 +1	+0%	+$210	0.2%	51
2025 Q3	$673K	Hold	3,260	–	–	0.2%	52
2025 Q2	$637K	Hold	3,260	–	–	0.21%	50
2025 Q1	$621K	Hold	3,260	–	–	0.23%	48
2024 Q4	$622K	Buy	3,260 +1	+0%	+$198	0.24%	41
2024 Q3	$643K	Hold	3,259	–	–	0.25%	38
2024 Q2	$593K	Hold	3,259	–	–	0.25%	39
2024 Q1	$609K	Buy	3,259 +59	+2%	+$10.5K	0.27%	38
2023 Q4	$556K	Hold	3,200	–	–	0.29%	38
2023 Q3	$492K	Sell	3,200 -56	-2%	-$9.05K	0.29%	37
2023 Q2	$525K	Hold	3,256	–	–	0.3%	37
2023 Q1	$494K	Sell	3,256 -111	-3%	-$16.8K	0.3%	39
2022 Q4	$488K	Buy	3,367 +57	+2%	+$8.14K	0.35%	37
2022 Q3	$425K	Buy	3,310 +1	+0%	+$142	0.37%	34
2022 Q2	$455K	Hold	3,309	–	–	0.39%	30
2022 Q1	$515K	Sell	3,309 -399	-11%	-$61.4K	0.42%	30
2021 Q4	$581K	Buy	+3,708	New	+$564K	0.45%	29

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Pinnacle Financial Group's IVE Position: Q1 2026 in Review

Pinnacle Financial Group held its iShares S&P 500 Value ETF (IVE) position steady in Q1 2026 at 3,261 shares worth $689K. The position accounts for 0.19% of the portfolio, ranked #57.

Pinnacle Financial Group first reported a position in IVE in Q4 2021 and has held it in 18 quarters since. The position peaked at $691K in Q4 2025. 1,704 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

Pinnacle Financial Group held 3,261 shares of iShares S&P 500 Value ETF worth $689K as of Q1 2026.
Pinnacle Financial Group left its iShares S&P 500 Value ETF share count unchanged in Q1 2026.
iShares S&P 500 Value ETF made up 0.19% of Pinnacle Financial Group's portfolio in Q1 2026, its #57 holding.
Pinnacle Financial Group first reported a position in iShares S&P 500 Value ETF in Q4 2021 and has held it in 18 quarters since.
Pinnacle Financial Group's iShares S&P 500 Value ETF position peaked at $691K in Q4 2025.
1,704 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Pinnacle Financial Group's 13F filing for Q1 2026, filed 13 May 2026.