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Archer Investment Corporation’s iShares S&P 500 Value ETF IVE Stock Holding History

Archer Investment Corporation’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 		$86.3K Buy
380
+24
+7% +$5.36K 0.02% 470
2026
Q1 		$75.1K Buy
356
+1
+0.3% +$217 0.02% 460
2025
Q4 		$75.4K Sell
355
-81
-19% -$17K 0.02% 413
2025
Q3 		$90.1K Hold
436
– – 0.02% 390
2025
Q2 		$85.2K Buy
436
+18
+4% +$3.35K 0.02% 405
2025
Q1 		$79.7K Sell
418
-13
-3% -$2.52K 0.02% 397
2024
Q4 		$82.2K Buy
431
+14
+3% +$2.78K 0.02% 372
2024
Q3 		$82.2K Buy
417
+1
+0.2% +$190 0.02% 371
2024
Q2 		$75.7K Sell
416
-229
-36% -$41.7K 0.02% 365
2024
Q1 		$121K Buy
645
+27
+4% +$4.8K 0.04% 285
2023
Q4 		$107K Sell
618
-84
-12% -$13.5K 0.03% 291
2023
Q3 		$108K Buy
702
+163
+30% +$26.3K 0.04% 278
2023
Q2 		$86.9K Buy
539
+299
+125% +$46K 0.03% 299
2023
Q1 		$36.4K Hold
240
– – 0.01% 420
2022
Q4 		$34.8K Sell
240
-13
-5% -$1.86K 0.01% 404
2022
Q3 		$32.5K Sell
253
-6
-2% -$850 0.01% 397
2022
Q2 		$35.6K Hold
259
– – 0.01% 387
2022
Q1 		$40.3K Sell
259
-261
-50% -$40.2K 0.01% 390
2021
Q4 		$81.4K Buy
520
+102
+24% +$15.5K 0.03% 296
2021
Q3 		$60.8K Sell
418
-134
-24% -$20K 0.02% 334
2021
Q2 		$81.5K Hold
552
– – 0.03% 269
2021
Q1 		$78K Buy
552
+109
+25% +$14.7K 0.03% 253
2020
Q4 		$56.7K Buy
443
+224
+102% +$27.1K 0.03% 269
2020
Q3 		$24.6K Hold
219
– – 0.01% 342
2020
Q2 		$23.7K Hold
219
– – 0.01% 329
2020
Q1 		$21K Sell
219
-112
-34% -$13.3K 0.01% 346
2019
Q4 		$43K Buy
331
+112
+51% +$13.9K 0.02% 276
2019
Q3 		$26K Hold
219
– – 0.02% 275
2019
Q2 		$26K Hold
219
– – 0.02% 275
2019
Q1 		$25K Hold
219
– – 0.02% 277
2018
Q4 		$22K Buy
+219
New +$24K 0.02% 273

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Archer Investment Corporation's IVE Position: Q2 2026 in Review

Archer Investment Corporation increased its iShares S&P 500 Value ETF (IVE) stake by 6.7% in Q2 2026, buying an estimated $5.36K and bringing the position to 380 shares worth $86.3K. The position accounts for 0.02% of the portfolio, ranked #470.

Archer Investment Corporation first reported a position in IVE in Q4 2018 and has held it in 31 quarters since. The position peaked at $121K in Q1 2024. 1,769 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Archer Investment Corporation held 380 shares of iShares S&P 500 Value ETF worth $86.3K as of Q2 2026.
  • Archer Investment Corporation bought 24 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $5.36K.
  • iShares S&P 500 Value ETF made up 0.02% of Archer Investment Corporation's portfolio in Q2 2026, its #470 holding.
  • Archer Investment Corporation first reported a position in iShares S&P 500 Value ETF in Q4 2018 and has held it in 31 quarters since.
  • Archer Investment Corporation's iShares S&P 500 Value ETF position peaked at $121K in Q1 2024.
  • 1,769 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Archer Investment Corporation's 13F filing for Q2 2026, filed 3 Aug 2026.