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

Archer Investment Management’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 Q3	$12.7M	Sell	55,521 -185	-0.3%	-$43.2K	3.99%	5
2026 Q2	$12.6M	Sell	55,706 -9,951	-15%	-$2.22M	4.32%	5
2026 Q1	$13.9M	Buy	65,657 +48,025	+272%	+$10.4M	5.83%	1
2025 Q4	$3.74M	Buy	+17,632	New	+$3.7M	2.01%	16

Other funds holding IVE

HFBOT

Home Federal Bank of Tennessee Knoxville, Tennessee $465M AUM 18.18% 1-Year Est. Return

EWA

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

WWG

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

FLA

Financial Life Advisors San Antonio, Texas $352M AUM 8.42% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Archer Investment Management's IVE Position: Q3 2026 in Review

Archer Investment Management reduced its iShares S&P 500 Value ETF (IVE) stake by 0.33% in Q3 2026, selling an estimated $43.2K and leaving 55,521 shares worth $12.7M. The position accounts for 3.99% of the portfolio, ranked #5.

Archer Investment Management first reported a position in IVE in Q4 2025 and has held it in 4 quarters since. The position peaked at $13.9M in Q1 2026. 260 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

Archer Investment Management held 55,521 shares of iShares S&P 500 Value ETF worth $12.7M as of Q3 2026.
Archer Investment Management sold 185 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $43.2K.
iShares S&P 500 Value ETF made up 3.99% of Archer Investment Management's portfolio in Q3 2026, its #5 holding.
Archer Investment Management first reported a position in iShares S&P 500 Value ETF in Q4 2025 and has held it in 4 quarters since.
Archer Investment Management's iShares S&P 500 Value ETF position peaked at $13.9M in Q1 2026.
260 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Archer Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.