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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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Advisory Alpha's IVW Position: Q1 2026 in Review

Advisory Alpha increased its iShares S&P 500 Growth ETF (IVW) stake by 7.2% in Q1 2026, buying an estimated $26.9K and bringing the position to 3,350 shares worth $379K. The position accounts for 0.01% of the portfolio, ranked #389.

Advisory Alpha first reported a position in IVW in Q1 2017 and has held it in 30 quarters since. The position peaked at $5.67M in Q4 2019. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Advisory Alpha held 3,350 shares of iShares S&P 500 Growth ETF worth $379K as of Q1 2026.
  • Advisory Alpha bought 224 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $26.9K.
  • iShares S&P 500 Growth ETF made up 0.01% of Advisory Alpha's portfolio in Q1 2026, its #389 holding.
  • Advisory Alpha first reported a position in iShares S&P 500 Growth ETF in Q1 2017 and has held it in 30 quarters since.
  • Advisory Alpha's iShares S&P 500 Growth ETF position peaked at $5.67M in Q4 2019.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Advisory Alpha's 13F filing for Q1 2026, filed 14 May 2026.