Advisory Alpha’s iShares S&P 500 Growth ETF IVW Stock Holding History
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
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. 2,138 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.
- 2,138 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.