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Southern Michigan Bank & Trust’s iShares S&P 500 Value ETF IVE Stock Holding History

Southern Michigan Bank & Trust’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 		$12.5K Hold
55
– – ﹤0.01% 310
2026
Q1 		$11.6K Buy
+55
New +$11.9K ﹤0.01% 312

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Southern Michigan Bank & Trust's IVE Position: Q2 2026 in Review

Southern Michigan Bank & Trust held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 55 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #310.

Southern Michigan Bank & Trust first reported a position in IVE in Q1 2026 and has held it in 2 quarters since. 1,706 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Southern Michigan Bank & Trust held 55 shares of iShares S&P 500 Value ETF worth $12.5K as of Q2 2026.
  • Southern Michigan Bank & Trust left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Value ETF made up ﹤0.01% of Southern Michigan Bank & Trust's portfolio in Q2 2026, its #310 holding.
  • Southern Michigan Bank & Trust first reported a position in iShares S&P 500 Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,706 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Southern Michigan Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.