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

SevenBridge 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	$205K	Buy	+868	New	+$194K	0.03%	205
2019 Q3	–	Sell	-199	Closed	-$23K	–	359
2019 Q2	$23K	Hold	199	–	–	0.01%	371
2019 Q1	$22K	Hold	199	–	–	0.01%	337
2018 Q4	$20K	Hold	199	–	–	0.01%	304
2018 Q3	$23K	Hold	199	–	–	0.01%	325
2018 Q2	$22K	Hold	199	–	–	0.01%	334
2018 Q1	$22K	Sell	199 -103	-34%	-$11.8K	0.01%	338
2017 Q4	$35K	Buy	302 +276	+1,062%	+$30.6K	0.02%	303
2017 Q3	$3K	Hold	26	–	–	﹤0.01%	553
2017 Q2	$3K	Buy	+26	New	+$2.71K	﹤0.01%	569

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

SevenBridge Financial Group opened a new position in iShares S&P 500 Value ETF (IVE) in Q2 2026: 868 shares worth $205K. The stake represents 0.03% of the portfolio and ranks #205 among its holdings. This is a return to the name: SevenBridge Financial Group previously reported a position in IVE as recently as Q2 2019.

SevenBridge Financial Group first reported a position in IVE in Q2 2017 and has held it in 10 quarters since. 1,766 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

SevenBridge Financial Group held 868 shares of iShares S&P 500 Value ETF worth $205K as of Q2 2026.
iShares S&P 500 Value ETF was a new SevenBridge Financial Group position in Q2 2026.
iShares S&P 500 Value ETF made up 0.03% of SevenBridge Financial Group's portfolio in Q2 2026, its #205 holding.
SevenBridge Financial Group first reported a position in iShares S&P 500 Value ETF in Q2 2017 and has held it in 10 quarters since.
1,766 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on SevenBridge Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.