Atlantic Private Wealth, LLC / IVV
Atlantic Private Wealth, LLC’s Ishares Tr Position
Does Atlantic Private Wealth, LLC own Ishares Tr (IVV)? Yes — 3.0K shares worth $2M (+1.26% of its 13F portfolio) as of Q1 2026, down from 3.2K shares the prior filed quarter.
Position Value
$2M
Q1 2026
Shares
3.0K
% of Portfolio
+1.26%
Quarters Held
18
currently held
Position History IVV
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 3.0K | $2M | +1.26% |
| Q4 2025 | 3.2K | $2M | +1.41% |
| Q3 2025 | 3.4K | $2M | +1.46% |
| Q2 2025 | 2.9K | $2M | +1.21% |
| Q1 2025 | 3.0K | $2M | +1.25% |
| Q4 2024 | 3.0K | $2M | +1.34% |
| Q3 2024 | 3.1K | $2M | +1.36% |
| Q2 2024 | 3.1K | $2M | +1.39% |
| Q1 2024 | 3.1K | $2M | +1.37% |
| Q4 2023 | 3.1K | $2M | +1.34% |
| Q3 2023 | 3.1K | $1M | +1.36% |
| Q2 2023 | 3.9K | $2M | +1.75% |
| Q1 2023 | 4.2K | $2M | +1.80% |
| Q4 2022 | 5.4K | $2M | +2.22% |
| Q3 2022 | 5.2K | $2M | +2.08% |
| Q2 2022 | 6.9K | $3M | +2.67% |
| Q1 2022 | 7.0K | $3M | +3.01% |
| Q4 2021 | 7.3K | $3M | +3.05% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Atlantic Private Wealth, LLC’s full portfolio or all institutional holders of IVV.