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Trust Company of Toledo’s iShares S&P 500 Value ETF IVE Stock Holding History

Trust Company of Toledo’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 		$1.55M Sell
6,826
-10
-0.1% -$2.23K 0.13% 144
2026
Q1 		$1.44M Sell
6,836
-50
-0.7% -$10.8K 0.14% 144
2025
Q4 		$1.46M Hold
6,886
– – 0.14% 128
2025
Q3 		$1.42M Hold
6,886
– – 0.14% 135
2025
Q2 		$1.35M Buy
+6,886
New +$1.28M 0.15% 133

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
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Trust Company of Toledo's IVE Position: Q2 2026 in Review

Trust Company of Toledo reduced its iShares S&P 500 Value ETF (IVE) stake by 0.15% in Q2 2026, selling an estimated $2.23K and leaving 6,826 shares worth $1.55M. The position accounts for 0.13% of the portfolio, ranked #144.

Trust Company of Toledo first reported a position in IVE in Q2 2025 and has held it in 5 quarters since. 807 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Trust Company of Toledo held 6,826 shares of iShares S&P 500 Value ETF worth $1.55M as of Q2 2026.
  • Trust Company of Toledo sold 10 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $2.23K.
  • iShares S&P 500 Value ETF made up 0.13% of Trust Company of Toledo's portfolio in Q2 2026, its #144 holding.
  • Trust Company of Toledo first reported a position in iShares S&P 500 Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 807 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Trust Company of Toledo's 13F filing for Q2 2026, filed 16 Jul 2026.