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Atomi Financial Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Atomi Financial Group’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 		$4.16M Sell
18,322
-905
-5% -$202K 0.11% 147
2026
Q1 		$4.06M Buy
19,227
+12,099
+170% +$2.62M 0.12% 137
2025
Q4 		$1.51M Sell
7,128
-1,164
-14% -$244K 0.04% 293
2025
Q3 		$1.71M Sell
8,292
-2,723
-25% -$547K 0.06% 232
2025
Q2 		$2.15M Buy
11,015
+244
+2% +$45.5K 0.08% 176
2025
Q1 		$2.05M Buy
10,771
+1,537
+17% +$297K 0.09% 163
2024
Q4 		$1.76M Buy
9,234
+7,431
+412% +$1.47M 0.09% 159
2024
Q3 		$356K Sell
1,803
-93
-5% -$17.7K 0.02% 598
2024
Q2 		$345K Sell
1,896
-141
-7% -$25.7K 0.03% 534
2024
Q1 		$380K Buy
+2,037
New +$362K 0.04% 440

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Atomi Financial Group's IVE Position: Q2 2026 in Review

Atomi Financial Group reduced its iShares S&P 500 Value ETF (IVE) stake by 4.7% in Q2 2026, selling an estimated $202K and leaving 18,322 shares worth $4.16M. The position accounts for 0.11% of the portfolio, ranked #147.

Atomi Financial Group 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.

  • Atomi Financial Group held 18,322 shares of iShares S&P 500 Value ETF worth $4.16M as of Q2 2026.
  • Atomi Financial Group sold 905 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $202K.
  • iShares S&P 500 Value ETF made up 0.11% of Atomi Financial Group's portfolio in Q2 2026, its #147 holding.
  • Atomi Financial Group 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 Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.