Alpine Bank Wealth Management’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
$11M Hold
80,275
1.42% 18
2026
Q1
$9.08M Sell
80,275
-200
-0.2% -$24.1K 1.32% 12
2025
Q4
$9.92M Hold
80,475
1.4% 11
2025
Q3
$9.71M Buy
80,475
+53
+0.1% +$6.1K 1.37% 11
2025
Q2
$8.85M Sell
80,422
-375
-0.5% -$37.1K 1.34% 12
2025
Q1
$7.5M Buy
+80,797
New +$8.15M 1.2% 13
2024
Q3
$7.82M Buy
+81,697
New +$7.54M 1.25% 14

Other funds holding IVW

Alpine Bank Wealth Management's IVW Position: Q2 2026 in Review

Alpine Bank Wealth Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 80,275 shares worth $11M. The position accounts for 1.42% of the portfolio, ranked #18.

Alpine Bank Wealth Management first reported a position in IVW in Q3 2024 and has held it in 7 quarters since. 2,127 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Alpine Bank Wealth Management held 80,275 shares of iShares S&P 500 Growth ETF worth $11M as of Q2 2026.
  • Alpine Bank Wealth Management left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Growth ETF made up 1.42% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Alpine Bank Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q3 2024 and has held it in 7 quarters since.
  • 2,127 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.