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

WesBanco 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 		$4.39M Sell
19,347
-524
-3% -$117K 0.11% 155
2026
Q1 		$4.2M Sell
19,871
-432
-2% -$93.5K 0.12% 151
2025
Q4 		$4.31M Sell
20,303
-965
-5% -$202K 0.12% 148
2025
Q3 		$4.39M Sell
21,268
-480
-2% -$96.4K 0.12% 136
2025
Q2 		$4.25M Sell
21,748
-283
-1% -$52.7K 0.13% 141
2025
Q1 		$4.2M Buy
22,031
+75
+0.3% +$14.5K 0.15% 128
2024
Q4 		$4.19M Sell
21,956
-158
-0.7% -$31.3K 0.14% 133
2024
Q3 		$4.36M Sell
22,114
-444
-2% -$84.3K 0.15% 134
2024
Q2 		$4.11M Sell
22,558
-448
-2% -$81.6K 0.15% 132
2024
Q1 		$4.3M Sell
23,006
-988
-4% -$176K 0.16% 133
2023
Q4 		$4.17M Sell
23,994
-4,313
-15% -$693K 0.24% 103
2023
Q3 		$4.35M Sell
28,307
-1,047
-4% -$169K 0.19% 121
2023
Q2 		$4.73M Sell
29,354
-624
-2% -$96K 0.2% 117
2023
Q1 		$4.55M Buy
29,978
+294
+1% +$44.4K 0.2% 121
2022
Q4 		$4.31M Sell
29,684
-667
-2% -$95.2K 0.19% 120
2022
Q3 		$3.9M Sell
30,351
-5,450
-15% -$772K 0.26% 99
2022
Q2 		$4.92M Buy
35,801
+5,633
+19% +$831K 0.22% 108
2022
Q1 		$4.7M Buy
30,168
+992
+3% +$153K 0.18% 124
2021
Q4 		$4.57M Buy
29,176
+754
+3% +$115K 0.16% 127
2021
Q3 		$4.13M Sell
28,422
-273
-1% -$40.7K 0.16% 132
2021
Q2 		$4.24M Buy
28,695
+6,901
+32% +$1.02M 0.16% 134
2021
Q1 		$3.08M Buy
+21,794
New +$2.93M 0.12% 159
2020
Q3 		$2.26M Buy
20,118
+2,415
+14% +$274K 0.1% 165
2020
Q2 		$1.92M Buy
17,703
+464
+3% +$49.2K 0.09% 180
2020
Q1 		$1.66M Buy
17,239
+1,651
+11% +$196K 0.1% 179
2019
Q4 		$2.03M Sell
15,588
-317
-2% -$39.4K 0.09% 185
2019
Q3 		$1.9M Buy
15,905
+1,069
+7% +$125K 0.09% 189
2019
Q2 		$1.73M Sell
14,836
-322
-2% -$36.9K 0.08% 204
2019
Q1 		$1.71M Buy
15,158
+1,106
+8% +$121K 0.09% 194
2018
Q4 		$1.42M Buy
14,052
+1,596
+13% +$175K 0.08% 194
2018
Q3 		$1.44M Buy
12,456
+1,633
+15% +$187K 0.07% 218
2018
Q2 		$1.19M Buy
10,823
+880
+9% +$97.5K 0.06% 238
2018
Q1 		$1.09M Buy
9,943
+6,503
+189% +$743K 0.06% 248
2017
Q4 		$393K Buy
3,440
+271
+9% +$30K 0.03% 294
2017
Q3 		$341K Buy
3,169
+255
+9% +$27K 0.02% 403
2017
Q2 		$305K Sell
2,914
-7
-0.2% -$729 0.02% 407
2017
Q1 		$304K Sell
2,921
-34
-1% -$3.53K 0.02% 399
2016
Q4 		$300K Buy
2,955
+464
+19% +$45.3K 0.02% 395
2016
Q3 		$237K Buy
2,491
+187
+8% +$17.8K 0.01% 435
2016
Q2 		$214K Buy
+2,304
New +$211K 0.01% 460

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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

WesBanco Bank's IVE Position: Q2 2026 in Review

WesBanco Bank reduced its iShares S&P 500 Value ETF (IVE) stake by 2.6% in Q2 2026, selling an estimated $117K and leaving 19,347 shares worth $4.39M. The position accounts for 0.11% of the portfolio, ranked #155.

WesBanco Bank first reported a position in IVE in Q2 2016 and has held it in 40 quarters since. The position peaked at $4.92M in Q2 2022. 957 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • WesBanco Bank held 19,347 shares of iShares S&P 500 Value ETF worth $4.39M as of Q2 2026.
  • WesBanco Bank sold 524 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $117K.
  • iShares S&P 500 Value ETF made up 0.11% of WesBanco Bank's portfolio in Q2 2026, its #155 holding.
  • WesBanco Bank first reported a position in iShares S&P 500 Value ETF in Q2 2016 and has held it in 40 quarters since.
  • WesBanco Bank's iShares S&P 500 Value ETF position peaked at $4.92M in Q2 2022.
  • 957 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on WesBanco Bank's 13F filing for Q2 2026, filed 28 Jul 2026.