Atlas Capital Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Atlas Capital 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	$117K	Buy	+516	New	+$115K	0.01%	571
2023 Q3	–	Sell	-1,186	Closed	-$191K	–	897
2023 Q2	$191K	Hold	1,186	–	–	0.03%	372
2023 Q1	$180K	Buy	+1,186	New	+$179K	0.03%	376

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

Atlas Capital Advisors's IVE Position: Q2 2026 in Review

Atlas Capital Advisors opened a new position in iShares S&P 500 Value ETF (IVE) in Q2 2026: 516 shares worth $117K. The stake represents 0.01% of the portfolio and ranks #571 among its holdings. This is a return to the name: Atlas Capital Advisors previously reported a position in IVE as recently as Q2 2023.

Atlas Capital Advisors first reported a position in IVE in Q1 2023 and has held it in 3 quarters since. The position peaked at $191K in Q2 2023. 1,769 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Atlas Capital Advisors held 516 shares of iShares S&P 500 Value ETF worth $117K as of Q2 2026.
iShares S&P 500 Value ETF was a new Atlas Capital Advisors position in Q2 2026.
iShares S&P 500 Value ETF made up 0.01% of Atlas Capital Advisors's portfolio in Q2 2026, its #571 holding.
Atlas Capital Advisors first reported a position in iShares S&P 500 Value ETF in Q1 2023 and has held it in 3 quarters since.
Atlas Capital Advisors's iShares S&P 500 Value ETF position peaked at $191K in Q2 2023.
1,769 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.