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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
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 $194B AUM 35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
KIA
Koenig Investment Advisory Ashland, Oregon $129M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAM
CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return
MF
Midwestern Financial Iowa City, Iowa $127M AUM 13.96% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Investment Advisory Group's FLV Position: Q1 2026 in Review

Investment Advisory Group held its American Century Focused Large Cap Value ETF (FLV) position steady in Q1 2026 at 3,100 shares worth $238K. The position accounts for 0.06% of the portfolio, ranked #171.

Investment Advisory Group first reported a position in FLV in Q3 2024 and has held it in 7 quarters since. 45 funds tracked by Wall St. Rank hold FLV as of Q1 2026.

  • Investment Advisory Group held 3,100 shares of American Century Focused Large Cap Value ETF worth $238K as of Q1 2026.
  • Investment Advisory Group left its American Century Focused Large Cap Value ETF share count unchanged in Q1 2026.
  • American Century Focused Large Cap Value ETF made up 0.06% of Investment Advisory Group's portfolio in Q1 2026, its #171 holding.
  • Investment Advisory Group first reported a position in American Century Focused Large Cap Value ETF in Q3 2024 and has held it in 7 quarters since.
  • 45 funds tracked by Wall St. Rank held American Century Focused Large Cap Value ETF as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.