All Terrain Financial Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

All Terrain Financial Advisors’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	$828K	Hold	7,318	–	–	0.19%	69
2025 Q4	$902K	Hold	7,318	–	–	0.21%	69
2025 Q3	$883K	Hold	7,318	–	–	0.22%	63
2025 Q2	$806K	Hold	7,318	–	–	0.23%	55
2025 Q1	$679K	Hold	7,318	–	–	0.21%	51
2024 Q4	$743K	Sell	7,318 -846	-10%	-$84.4K	0.24%	45
2024 Q3	$782K	Sell	8,164 -1,154	-12%	-$107K	0.29%	45
2024 Q2	$862K	Sell	9,318 -4	-0%	-$345	0.34%	42
2024 Q1	$787K	Sell	9,322 -2,186	-19%	-$176K	0.31%	42
2023 Q4	$864K	Hold	11,508	–	–	0.33%	43
2023 Q3	$787K	Sell	11,508 -368	-3%	-$26K	0.33%	47
2023 Q2	$837K	Sell	11,876 -781	-6%	-$51.6K	0.32%	47
2023 Q1	$809K	Sell	12,657 -397	-3%	-$24.3K	0.33%	44
2022 Q4	$764K	Sell	13,054 -1	-0%	-$60	0.34%	45
2022 Q3	$755K	Sell	13,055 -214	-2%	-$13.9K	0.33%	39
2022 Q2	$801K	Hold	13,269	–	–	0.34%	38
2022 Q1	$1.01M	Sell	13,269 -271	-2%	-$20.4K	0.41%	39
2021 Q4	$1.13M	Hold	13,540	–	–	0.46%	36
2021 Q3	$1M	Hold	13,540	–	–	0.44%	39
2021 Q2	$985K	Hold	13,540	–	–	0.45%	40
2021 Q1	$882K	Hold	13,540	–	–	0.4%	42
2020 Q4	$864K	Hold	13,540	–	–	0.34%	41
2020 Q3	$782K	Hold	13,540	–	–	0.27%	47
2020 Q2	$702K	Hold	13,540	–	–	0.29%	48
2020 Q1	$559K	Hold	13,540	–	–	0.23%	59
2019 Q4	$655K	Sell	13,540 -232	-2%	-$10.8K	0.21%	68
2019 Q3	$620K	Sell	13,772 -1,280	-9%	-$57.9K	0.21%	71
2019 Q2	$674K	Sell	15,052 -4,904	-25%	-$216K	0.23%	65
2019 Q1	$860K	Buy	19,956 +2,268	+13%	+$92.9K	0.3%	56
2018 Q4	$666K	Sell	17,688 -280	-2%	-$11.3K	0.27%	59
2018 Q3	$796K	Hold	17,968	–	–	0.33%	55
2018 Q2	$730K	Sell	17,968 -1,200	-6%	-$48.2K	0.33%	57
2018 Q1	$743K	Sell	19,168 -756	-4%	-$30.2K	0.34%	63
2017 Q4	$761K	Buy	+19,924	New	+$744K	0.35%	58

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

All Terrain Financial Advisors's IVW Position: Q1 2026 in Review

All Terrain Financial Advisors held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2026 at 7,318 shares worth $828K. The position accounts for 0.19% of the portfolio, ranked #69.

All Terrain Financial Advisors first reported a position in IVW in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.13M in Q4 2021. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

All Terrain Financial Advisors held 7,318 shares of iShares S&P 500 Growth ETF worth $828K as of Q1 2026.
All Terrain Financial Advisors left its iShares S&P 500 Growth ETF share count unchanged in Q1 2026.
iShares S&P 500 Growth ETF made up 0.19% of All Terrain Financial Advisors's portfolio in Q1 2026, its #69 holding.
All Terrain Financial Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2017 and has held it in 34 quarters since.
All Terrain Financial Advisors's iShares S&P 500 Growth ETF position peaked at $1.13M in Q4 2021.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on All Terrain Financial Advisors's 13F filing for Q1 2026, filed 12 May 2026.