Atwood & Palmer’s iShares S&P 500 Value ETF IVE Stock Holding History

Atwood & Palmer’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	$44.5K	Buy	196 +1	+0.5%	+$223	﹤0.01%	257
2026 Q1	$41.2K	Hold	195	–	–	﹤0.01%	259
2025 Q4	$41.3K	Buy	195 +1	+0.5%	+$210	﹤0.01%	253
2025 Q3	$40K	Buy	194 +1	+0.5%	+$201	﹤0.01%	262
2025 Q2	$37.7K	Buy	+193	New	+$36K	﹤0.01%	258
2022 Q1	–	Sell	-265	Closed	-$42K	–	455
2021 Q4	$42K	Hold	265	–	–	﹤0.01%	244
2021 Q3	$39K	Buy	+265	New	+$39.5K	﹤0.01%	238
2020 Q4	–	Sell	-63	Closed	-$7K	–	376
2020 Q3	$7K	Buy	+63	New	+$7.14K	﹤0.01%	280

Other funds holding IVE

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Atwood & Palmer's IVE Position: Q2 2026 in Review

Atwood & Palmer increased its iShares S&P 500 Value ETF (IVE) stake by 0.51% in Q2 2026, buying an estimated $223 and bringing the position to 196 shares worth $44.5K. The position accounts for ﹤0.01% of the portfolio, ranked #257.

Atwood & Palmer first reported a position in IVE in Q3 2020 and has held it in 8 quarters since. 1,210 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Atwood & Palmer held 196 shares of iShares S&P 500 Value ETF worth $44.5K as of Q2 2026.
Atwood & Palmer bought 1 iShares S&P 500 Value ETF share in Q2 2026, an estimated $223.
iShares S&P 500 Value ETF made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #257 holding.
Atwood & Palmer first reported a position in iShares S&P 500 Value ETF in Q3 2020 and has held it in 8 quarters since.
1,210 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.