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

Stock Yards 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	$486K	Sell	2,141 -362	-14%	-$80.9K	0.01%	294
2026 Q1	$529K	Sell	2,503 -150	-6%	-$32.5K	0.02%	280
2025 Q4	$563K	Buy	2,653 +186	+8%	+$39K	0.02%	272
2025 Q3	$509K	Sell	2,467 -119	-5%	-$23.9K	0.02%	281
2025 Q2	$505K	Hold	2,586	–	–	0.02%	274
2025 Q1	$493K	Hold	2,586	–	–	0.02%	266
2024 Q4	$494K	Sell	2,586 -1,031	-29%	-$204K	0.02%	264
2024 Q3	$713K	Sell	3,617 -3,519	-49%	-$668K	0.02%	239
2024 Q2	$1.3M	Hold	7,136	–	–	0.04%	199
2024 Q1	$1.33M	Hold	7,136	–	–	0.04%	209
2023 Q4	$1.24M	Hold	7,136	–	–	0.04%	208
2023 Q3	$1.1M	Buy	7,136 +1,900	+36%	+$307K	0.04%	206
2023 Q2	$844K	Hold	5,236	–	–	0.03%	225
2023 Q1	$794K	Hold	5,236	–	–	0.03%	237
2022 Q4	$759K	Hold	5,236	–	–	0.03%	243
2022 Q3	$673K	Hold	5,236	–	–	0.03%	253
2022 Q2	$719K	Buy	5,236 +2,169	+71%	+$320K	0.03%	253
2022 Q1	$478K	Hold	3,067	–	–	0.03%	177
2021 Q4	$480K	Hold	3,067	–	–	0.03%	180
2021 Q3	$446K	Hold	3,067	–	–	0.03%	167
2021 Q2	$453K	Hold	3,067	–	–	0.03%	171
2021 Q1	$433K	Buy	+3,067	New	+$413K	0.03%	171
2020 Q4	–	Sell	-3,067	Closed	-$345K	–	242
2020 Q3	$345K	Buy	3,067 +417	+16%	+$47.3K	0.03%	168
2020 Q2	$287K	Hold	2,650	–	–	0.03%	180
2020 Q1	$255K	Hold	2,650	–	–	0.03%	180
2019 Q4	$345K	Hold	2,650	–	–	0.03%	183
2019 Q3	$316K	Hold	2,650	–	–	0.03%	183
2019 Q2	$309K	Hold	2,650	–	–	0.03%	183
2019 Q1	$299K	Hold	2,650	–	–	0.03%	189
2018 Q4	$268K	Hold	2,650	–	–	0.03%	184
2018 Q3	$307K	Hold	2,650	–	–	0.03%	180
2018 Q2	$292K	Hold	2,650	–	–	0.03%	178
2018 Q1	$290K	Hold	2,650	–	–	0.03%	179
2017 Q4	$303K	Sell	2,650 -283	-10%	-$31.4K	0.03%	173
2017 Q3	$317K	Sell	2,933 -55	-2%	-$5.82K	0.04%	166
2017 Q2	$313K	Buy	2,988 +55	+2%	+$5.73K	0.04%	170
2017 Q1	$305K	Hold	2,933	–	–	0.04%	164
2016 Q4	$298K	Hold	2,933	–	–	0.04%	163
2016 Q3	$279K	Hold	2,933	–	–	0.04%	176
2016 Q2	$272K	Hold	2,933	–	–	0.04%	191
2016 Q1	$263K	Sell	2,933 -55	-2%	-$4.69K	0.04%	177
2015 Q4	$265K	Hold	2,988	–	–	0.04%	184
2015 Q3	$251K	Buy	+2,988	New	+$267K	0.04%	175

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Stock Yards Bank & Trust's IVE Position: Q2 2026 in Review

Stock Yards Bank & Trust reduced its iShares S&P 500 Value ETF (IVE) stake by 14% in Q2 2026, selling an estimated $80.9K and leaving 2,141 shares worth $486K. The position accounts for 0.01% of the portfolio, ranked #294.

Stock Yards Bank & Trust first reported a position in IVE in Q3 2015 and has held it in 43 quarters since. The position peaked at $1.33M in Q1 2024. 1,769 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Stock Yards Bank & Trust held 2,141 shares of iShares S&P 500 Value ETF worth $486K as of Q2 2026.
Stock Yards Bank & Trust sold 362 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $80.9K.
iShares S&P 500 Value ETF made up 0.01% of Stock Yards Bank & Trust's portfolio in Q2 2026, its #294 holding.
Stock Yards Bank & Trust first reported a position in iShares S&P 500 Value ETF in Q3 2015 and has held it in 43 quarters since.
Stock Yards Bank & Trust's iShares S&P 500 Value ETF position peaked at $1.33M in Q1 2024.
1,769 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Stock Yards Bank & Trust's 13F filing for Q2 2026, filed 13 Aug 2026.