Advisory Alpha’s iShares S&P 500 Growth ETF IVW Stock Holding History

Advisory Alpha’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$869K	Buy	6,321 +2,971	+89%	+$392K	0.02%	251
2026 Q1	$379K	Buy	3,350 +224	+7%	+$26.9K	0.01%	389
2025 Q4	$385K	Buy	3,126 +133	+4%	+$16.3K	0.01%	363
2025 Q3	$363K	Buy	2,993 +338	+13%	+$38.9K	0.01%	369
2025 Q2	$292K	Buy	+2,655	New	+$263K	0.01%	376
2023 Q3	–	Sell	-11,293	Closed	-$796K	–	321
2023 Q2	$796K	Hold	11,293	–	–	0.04%	179
2023 Q1	$722K	Buy	11,293 +500	+5%	+$30.6K	0.05%	140
2022 Q4	$631K	Hold	10,793	–	–	0.04%	143
2022 Q3	$624K	Sell	10,793 -181	-2%	-$11.8K	0.05%	137
2022 Q2	$662K	Sell	10,974 -407	-4%	-$26.9K	0.05%	125
2022 Q1	$869K	Sell	11,381 -782	-6%	-$58.7K	0.06%	126
2021 Q4	$1.02M	Buy	12,163 +26	+0.2%	+$2.1K	0.06%	119
2021 Q3	$897K	Buy	12,137 +630	+5%	+$48K	0.06%	118
2021 Q2	$837K	Sell	11,507 -395	-3%	-$27.3K	0.07%	103
2021 Q1	$775K	Buy	11,902 +1,288	+12%	+$83.3K	0.08%	88
2020 Q4	$677K	Sell	10,614 -5,670	-35%	-$344K	0.14%	44
2020 Q3	$954K	Sell	16,284 -316	-2%	-$17.9K	0.2%	35
2020 Q2	$949K	Sell	16,600 -7,716	-32%	-$370K	0.21%	44
2020 Q1	$1.1M	Sell	24,316 -89,108	-79%	-$4.21M	0.31%	38
2019 Q4	$5.67M	Sell	113,424 -920	-0.8%	-$42.6K	1.38%	19
2019 Q3	$5.07M	Buy	114,344 +6,136	+6%	+$278K	1.5%	19
2019 Q2	$4.93M	Buy	108,208 +63,216	+141%	+$2.78M	1.64%	19
2019 Q1	$1.97M	Buy	44,992 +10,604	+31%	+$434K	0.71%	26
2018 Q4	$1.4M	Buy	34,388 +10,244	+42%	+$415K	0.66%	26
2018 Q3	$961K	Buy	24,144 +1,336	+6%	+$57.4K	0.24%	80
2018 Q2	$971K	Buy	22,808 +3,336	+17%	+$134K	0.24%	82
2018 Q1	$781K	Sell	19,472 -1,156	-6%	-$46.1K	0.27%	71
2017 Q4	$842K	Sell	20,628 -3,272	-14%	-$122K	0.27%	69
2017 Q3	$894K	Buy	23,900 +7,652	+47%	+$270K	0.25%	74
2017 Q2	$572K	Buy	16,248 +7,000	+76%	+$237K	0.17%	87
2017 Q1	$304K	Buy	+9,248	New	+$297K	0.11%	91

Other funds holding IVW

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Advisory Alpha's IVW Position: Q2 2026 in Review

Advisory Alpha increased its iShares S&P 500 Growth ETF (IVW) stake by 89% in Q2 2026, buying an estimated $392K and bringing the position to 6,321 shares worth $869K. The position accounts for 0.02% of the portfolio, ranked #251.

Advisory Alpha first reported a position in IVW in Q1 2017 and has held it in 31 quarters since. The position peaked at $5.67M in Q4 2019. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Advisory Alpha held 6,321 shares of iShares S&P 500 Growth ETF worth $869K as of Q2 2026.
Advisory Alpha bought 2,971 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $392K.
iShares S&P 500 Growth ETF made up 0.02% of Advisory Alpha's portfolio in Q2 2026, its #251 holding.
Advisory Alpha first reported a position in iShares S&P 500 Growth ETF in Q1 2017 and has held it in 31 quarters since.
Advisory Alpha's iShares S&P 500 Growth ETF position peaked at $5.67M in Q4 2019.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.