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Investment Advisory Group’s American Century Focused Large Cap Value ETF FLV Stock Holding History

Investment Advisory Group’s Portfolio FLV Stock Details FLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$236K Sell
2,900
-200
-6% -$16K 0.05% 192
2026
Q1 		$238K Hold
3,100
– – 0.06% 171
2025
Q4 		$235K Hold
3,100
– – 0.06% 174
2025
Q3 		$229K Sell
3,100
-50
-2% -$3.64K 0.06% 174
2025
Q2 		$220K Hold
3,150
– – 0.07% 164
2025
Q1 		$220K Hold
3,150
– – 0.07% 155
2024
Q4 		$210K Buy
3,150
+100
+3% +$6.95K 0.07% 158
2024
Q3 		$213K Buy
+3,050
New +$204K 0.07% 161

Other funds holding FLV

American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
KIA
Koenig Investment Advisory Ashland, Oregon $129M AUM
MF
Midwestern Financial Iowa City, Iowa $143M AUM 16.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
Networth Advisors Canonsburg, Pennsylvania $172M AUM
BFC
Bedel Financial Consulting Indianapolis, Indiana $1.06B AUM 38.33% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Investment Advisory Group's FLV Position: Q2 2026 in Review

Investment Advisory Group reduced its American Century Focused Large Cap Value ETF (FLV) stake by 6.5% in Q2 2026, selling an estimated $16K and leaving 2,900 shares worth $236K. The position accounts for 0.05% of the portfolio, ranked #192.

Investment Advisory Group first reported a position in FLV in Q3 2024 and has held it in 8 quarters since. The position peaked at $238K in Q1 2026. 48 funds tracked by Wall St. Rank hold FLV as of Q2 2026.

  • Investment Advisory Group held 2,900 shares of American Century Focused Large Cap Value ETF worth $236K as of Q2 2026.
  • Investment Advisory Group sold 200 American Century Focused Large Cap Value ETF shares in Q2 2026, an estimated $16K.
  • American Century Focused Large Cap Value ETF made up 0.05% of Investment Advisory Group's portfolio in Q2 2026, its #192 holding.
  • Investment Advisory Group first reported a position in American Century Focused Large Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
  • Investment Advisory Group's American Century Focused Large Cap Value ETF position peaked at $238K in Q1 2026.
  • 48 funds tracked by Wall St. Rank held American Century Focused Large Cap Value ETF as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.