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Position history for STIFEL FINANCIAL CORP's holdings in ISHARES TR

STIFEL FINANCIAL CORP holds 3.3M shares of IVE (ISHARES TR), worth $688.6M as of 2026-Q1. The position was increased (+0.3% shares). IVE represents 0.6% of STIFEL FINANCIAL CORP's portfolio.

Current Value

$688.6M

Current Shares

3.3M

Total Value Change

+$246.7M

Total Shares Change

+833,322

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
3.3M
+0.3%
$688.6M0.6%$219.98
45
2025-Q4
Increased
3.3M
+7.7%
$689.3M0.6%$213.56
48
2025-Q3
Increased
3M
+3.1%
$623.6M0.6%$204.84
46
2025-Q2
Increased
2.9M
+7.9%
$572.2M0.6%$192.62
48
2025-Q1
Increased
2.7M
+5.3%
$517.1M0.5%$186.32
47
2024-Q4
Increased
2.6M
+3.5%
$491.8M0.5%$187.40
46
2024-Q3
Increased
2.5M
+2.5%
$490.7M0.5%$192.13
45
2024-Q2
Increased
2.4M
+0.1%
$441.9M0.5%$176.93
37

Other major holders of IVE: ENVESTNET ASSET MANAGEMENT INC, JPMORGAN CHASE & CO

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