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

Simmons 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 Q3	$263K	Hold	1,151	–	–	0.01%	353
2026 Q2	$261K	Sell	1,151 -33	-3%	-$7.37K	0.01%	339
2026 Q1	$250K	Sell	1,184 -160	-12%	-$34.6K	0.02%	317
2025 Q4	$285K	Buy	1,344 +106	+9%	+$22.2K	0.02%	298
2025 Q3	$256K	Buy	1,238 +39	+3%	+$7.83K	0.02%	304
2025 Q2	$234K	Sell	1,199 -24	-2%	-$4.47K	0.02%	317
2025 Q1	$233K	Sell	1,223 -9	-0.7%	-$1.74K	0.02%	309
2024 Q4	$235K	Buy	+1,232	New	+$244K	0.02%	312
2023 Q2	–	Sell	-6,156	Closed	-$934K	–	335
2023 Q1	$934K	Sell	6,156 -17,533	-74%	-$2.65M	0.08%	190
2022 Q4	$3.44M	Buy	23,689 +3,380	+17%	+$483K	0.3%	89
2022 Q3	$2.61M	Buy	20,309 +1,264	+7%	+$179K	0.24%	99
2022 Q2	$2.62M	Sell	19,045 -3,390	-15%	-$500K	0.23%	108
2022 Q1	$3.49M	Buy	22,435 +1,725	+8%	+$265K	0.26%	94
2021 Q4	$3.24M	Buy	20,710 +7,019	+51%	+$1.07M	0.23%	97
2021 Q3	$1.99M	Buy	13,691 +823	+6%	+$123K	0.14%	140
2021 Q2	$1.9M	Buy	12,868 +10,644	+479%	+$1.57M	0.14%	144
2021 Q1	$314K	Buy	+2,224	New	+$299K	0.02%	312
2020 Q1	–	Sell	-1,832	Closed	-$238K	–	349
2019 Q4	$238K	Hold	1,832	–	–	0.02%	329
2019 Q3	$218K	Sell	1,832 -194	-10%	-$22.8K	0.02%	339
2019 Q2	$237K	Sell	2,026 -335	-14%	-$38.4K	0.02%	346
2019 Q1	$266K	Sell	2,361 -230	-9%	-$25.3K	0.03%	334
2018 Q4	$262K	Sell	2,591 -407	-14%	-$44.5K	0.03%	307
2018 Q3	$347K	Buy	2,998 +506	+20%	+$58.1K	0.03%	301
2018 Q2	$274K	Hold	2,492	–	–	0.02%	326
2018 Q1	$272K	Hold	2,492	–	–	0.02%	310
2017 Q4	$285K	Hold	2,492	–	–	0.03%	267
2017 Q3	$269K	Buy	+2,492	New	+$264K	0.03%	278

Other funds holding IVE

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Simmons Bank's IVE Position: Q3 2026 in Review

Simmons Bank held its iShares S&P 500 Value ETF (IVE) position steady in Q3 2026 at 1,151 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #353.

Simmons Bank first reported a position in IVE in Q3 2017 and has held it in 27 quarters since. The position peaked at $3.49M in Q1 2022. 1,270 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

Simmons Bank held 1,151 shares of iShares S&P 500 Value ETF worth $263K as of Q3 2026.
Simmons Bank left its iShares S&P 500 Value ETF share count unchanged in Q3 2026.
iShares S&P 500 Value ETF made up 0.01% of Simmons Bank's portfolio in Q3 2026, its #353 holding.
Simmons Bank first reported a position in iShares S&P 500 Value ETF in Q3 2017 and has held it in 27 quarters since.
Simmons Bank's iShares S&P 500 Value ETF position peaked at $3.49M in Q1 2022.
1,270 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Simmons Bank's 13F filing for Q3 2026, filed 10 Nov 2026.