SouthState Corp’s iShares S&P 500 Value ETF IVE Stock Holding History

SouthState Corp’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	$983K	Sell	4,329 -45	-1%	-$10.1K	0.04%	212
2026 Q1	$924K	Buy	4,374 +118	+3%	+$25.6K	0.04%	209
2025 Q4	$903K	Sell	4,256 -200	-4%	-$41.9K	0.04%	213
2025 Q3	$920K	Sell	4,456 -9,660	-68%	-$1.94M	0.04%	206
2025 Q2	$2.76M	Buy	14,116 +5,518	+64%	+$1.03M	0.12%	130
2025 Q1	$1.64M	Buy	+8,598	New	+$1.66M	0.07%	163
2023 Q2	–	Sell	-77	Closed	-$11.7K	–	619
2023 Q1	$11.7K	Hold	77	–	–	﹤0.01%	493
2022 Q4	$11.2K	Hold	77	–	–	﹤0.01%	544
2022 Q3	$10K	Buy	+77	New	+$10.9K	﹤0.01%	542
2022 Q2	–	Sell	-25	Closed	-$4K	–	731
2022 Q1	$4K	Hold	25	–	–	﹤0.01%	654
2021 Q4	$4K	Hold	25	–	–	﹤0.01%	645
2021 Q3	$4K	Buy	+25	New	+$3.73K	﹤0.01%	536

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

SouthState Corp's IVE Position: Q2 2026 in Review

SouthState Corp reduced its iShares S&P 500 Value ETF (IVE) stake by 1% in Q2 2026, selling an estimated $10.1K and leaving 4,329 shares worth $983K. The position accounts for 0.04% of the portfolio, ranked #212.

SouthState Corp first reported a position in IVE in Q3 2021 and has held it in 12 quarters since. The position peaked at $2.76M in Q2 2025. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

SouthState Corp held 4,329 shares of iShares S&P 500 Value ETF worth $983K as of Q2 2026.
SouthState Corp sold 45 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $10.1K.
iShares S&P 500 Value ETF made up 0.04% of SouthState Corp's portfolio in Q2 2026, its #212 holding.
SouthState Corp first reported a position in iShares S&P 500 Value ETF in Q3 2021 and has held it in 12 quarters since.
SouthState Corp's iShares S&P 500 Value ETF position peaked at $2.76M in Q2 2025.
1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on SouthState Corp's 13F filing for Q2 2026, filed 6 Aug 2026.