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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
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

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return

Simmons Bank's IVE Position: Q2 2026 in Review

Simmons Bank reduced its iShares S&P 500 Value ETF (IVE) stake by 2.8% in Q2 2026, selling an estimated $7.37K and leaving 1,151 shares worth $261K. The position accounts for 0.01% of the portfolio, ranked #339.

Simmons Bank first reported a position in IVE in Q3 2017 and has held it in 26 quarters since. The position peaked at $3.49M in Q1 2022. 909 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Simmons Bank held 1,151 shares of iShares S&P 500 Value ETF worth $261K as of Q2 2026.
  • Simmons Bank sold 33 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $7.37K.
  • iShares S&P 500 Value ETF made up 0.01% of Simmons Bank's portfolio in Q2 2026, its #339 holding.
  • Simmons Bank first reported a position in iShares S&P 500 Value ETF in Q3 2017 and has held it in 26 quarters since.
  • Simmons Bank's iShares S&P 500 Value ETF position peaked at $3.49M in Q1 2022.
  • 909 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Simmons Bank's 13F filing for Q2 2026, filed 31 Jul 2026.