Atlantic Edge Private Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Atlantic Edge Private Wealth 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 Q2	$1.03M	Hold	4,538	–	–	0.21%	76
2026 Q1	$958K	Hold	4,538	–	–	0.24%	73
2025 Q4	$962K	Hold	4,538	–	–	0.24%	74
2025 Q3	$937K	Sell	4,538 -109	-2%	-$21.9K	0.24%	73
2025 Q2	$908K	Hold	4,647	–	–	0.25%	77
2025 Q1	$886K	Hold	4,647	–	–	0.27%	75
2024 Q4	$887K	Hold	4,647	–	–	0.27%	74
2024 Q3	$916K	Buy	4,647 +164	+4%	+$31.2K	0.28%	77
2024 Q2	$816K	Hold	4,483	–	–	0.27%	76
2024 Q1	$837K	Hold	4,483	–	–	0.29%	77
2023 Q4	$780K	Buy	+4,483	New	+$721K	0.32%	74

Other funds holding IVE

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HFBOT

Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

Atlantic Edge Private Wealth Management's IVE Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 4,538 shares worth $1.03M. The position accounts for 0.21% of the portfolio, ranked #76.

Atlantic Edge Private Wealth Management first reported a position in IVE in Q4 2023 and has held it in 11 quarters since. 755 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Atlantic Edge Private Wealth Management held 4,538 shares of iShares S&P 500 Value ETF worth $1.03M as of Q2 2026.
Atlantic Edge Private Wealth Management left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
iShares S&P 500 Value ETF made up 0.21% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #76 holding.
Atlantic Edge Private Wealth Management first reported a position in iShares S&P 500 Value ETF in Q4 2023 and has held it in 11 quarters since.
755 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.