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

Security National 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	$522K	Buy	2,297 +1,728	+304%	+$386K	0.06%	110
2026 Q1	$120K	Sell	569 -990	-64%	-$214K	0.02%	172
2025 Q4	$331K	Buy	1,559 +990	+174%	+$207K	0.05%	116
2025 Q3	$118K	Hold	569	–	–	0.02%	177
2025 Q2	$111K	Hold	569	–	–	0.02%	161
2025 Q1	$108K	Hold	569	–	–	0.02%	161
2024 Q4	$109K	Hold	569	–	–	0.02%	153
2024 Q3	$112K	Hold	569	–	–	0.02%	144
2024 Q2	$104K	Sell	569 -81	-12%	-$14.8K	0.02%	144
2024 Q1	$121K	Hold	650	–	–	0.02%	133
2023 Q4	$113K	Buy	+650	New	+$104K	0.03%	137

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

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

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

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

Security National Bank's IVE Position: Q2 2026 in Review

Security National Bank increased its iShares S&P 500 Value ETF (IVE) stake by 304% in Q2 2026, buying an estimated $386K and bringing the position to 2,297 shares worth $522K. The position accounts for 0.06% of the portfolio, ranked #110.

Security National Bank first reported a position in IVE in Q4 2023 and has held it in 11 quarters since. 609 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Security National Bank held 2,297 shares of iShares S&P 500 Value ETF worth $522K as of Q2 2026.
Security National Bank bought 1,728 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $386K.
iShares S&P 500 Value ETF made up 0.06% of Security National Bank's portfolio in Q2 2026, its #110 holding.
Security National Bank first reported a position in iShares S&P 500 Value ETF in Q4 2023 and has held it in 11 quarters since.
609 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.