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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
Q3 		$44.9K Buy
197
+1
+0.5% +$234 ﹤0.01% 273
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

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
SA
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Atwood & Palmer's IVE Position: Q3 2026 in Review

Atwood & Palmer increased its iShares S&P 500 Value ETF (IVE) stake by 0.51% in Q3 2026, buying an estimated $234 and bringing the position to 197 shares worth $44.9K. The position accounts for ﹤0.01% of the portfolio, ranked #273.

Atwood & Palmer first reported a position in IVE in Q3 2020 and has held it in 9 quarters since. 95 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

  • Atwood & Palmer held 197 shares of iShares S&P 500 Value ETF worth $44.9K as of Q3 2026.
  • Atwood & Palmer bought 1 iShares S&P 500 Value ETF share in Q3 2026, an estimated $234.
  • iShares S&P 500 Value ETF made up ﹤0.01% of Atwood & Palmer's portfolio in Q3 2026, its #273 holding.
  • Atwood & Palmer first reported a position in iShares S&P 500 Value ETF in Q3 2020 and has held it in 9 quarters since.
  • 95 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.