Atomic Invest LLC’s iShares S&P 500 Value ETF IVE Stock Holding History

Atomic Invest LLC’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
2025 Q4	$151	Buy	+1	New	+$210	﹤0.01%	304

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Atomic Invest LLC's IVE Position: Q4 2025 in Review

Atomic Invest LLC opened a new position in iShares S&P 500 Value ETF (IVE) in Q4 2025: 1 share worth $151. The stake represents ﹤0.01% of the portfolio and ranks #304 among its holdings.

1,694 funds tracked by Wall St. Rank hold IVE as of Q4 2025.

Atomic Invest LLC held 1 share of iShares S&P 500 Value ETF worth $151 as of Q4 2025.
iShares S&P 500 Value ETF was a new Atomic Invest LLC position in Q4 2025.
iShares S&P 500 Value ETF made up ﹤0.01% of Atomic Invest LLC's portfolio in Q4 2025, its #304 holding.
1,694 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2025.

Based on Atomic Invest LLC's 13F filing for Q4 2025, filed 18 Sep 2026.