Atlanta Consulting Group Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Atlanta Consulting Group Advisors’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	$721K	Buy	3,176 +9	+0.3%	+$2.01K	0.11%	109
2026 Q1	$669K	Hold	3,167	–	–	0.14%	79
2025 Q4	$672K	Hold	3,167	–	–	0.15%	77
2025 Q3	$654K	Hold	3,167	–	–	0.16%	72
2025 Q2	$619K	Hold	3,167	–	–	0.17%	65
2025 Q1	$604K	Hold	3,167	–	–	0.18%	66
2024 Q4	$605K	Hold	3,167	–	–	0.22%	66
2024 Q3	$624K	Hold	3,167	–	–	0.16%	115
2024 Q2	$576K	Hold	3,167	–	–	0.12%	62
2024 Q1	$592K	Buy	+3,167	New	+$563K	0.2%	65

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Atlanta Consulting Group Advisors's IVE Position: Q2 2026 in Review

Atlanta Consulting Group Advisors increased its iShares S&P 500 Value ETF (IVE) stake by 0.28% in Q2 2026, buying an estimated $2.01K and bringing the position to 3,176 shares worth $721K. The position accounts for 0.11% of the portfolio, ranked #109.

Atlanta Consulting Group Advisors first reported a position in IVE in Q1 2024 and has held it in 10 quarters since. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Atlanta Consulting Group Advisors held 3,176 shares of iShares S&P 500 Value ETF worth $721K as of Q2 2026.
Atlanta Consulting Group Advisors bought 9 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $2.01K.
iShares S&P 500 Value ETF made up 0.11% of Atlanta Consulting Group Advisors's portfolio in Q2 2026, its #109 holding.
Atlanta Consulting Group Advisors first reported a position in iShares S&P 500 Value ETF in Q1 2024 and has held it in 10 quarters since.
1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Atlanta Consulting Group Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.