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Alta Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Alta Wealth 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
Q2 		$5.06M Buy
36,780
+533
+1% +$70.4K 1.37% 15
2026
Q1 		$4.1M Buy
36,247
+9,829
+37% +$1.18M 1.33% 15
2025
Q4 		$3.26M Buy
26,418
+8,069
+44% +$988K 1.09% 19
2025
Q3 		$2.22M Sell
18,349
-394
-2% -$45.3K 0.79% 26
2025
Q2 		$2.06M Sell
18,743
-1,223
-6% -$121K 0.97% 21
2025
Q1 		$1.85M Buy
19,966
+875
+5% +$88.2K 0.85% 25
2024
Q4 		$1.94M Buy
19,091
+2,308
+14% +$230K 0.85% 27
2024
Q3 		$1.61M Buy
16,783
+75
+0.4% +$6.92K 0.73% 31
2024
Q2 		$1.55M Hold
16,708
– – 0.77% 30
2024
Q1 		$1.41M Hold
16,708
– – 0.72% 36
2023
Q4 		$1.25M Buy
16,708
+7,048
+73% +$502K 0.7% 37
2023
Q3 		$661K Sell
9,660
-305
-3% -$21.6K 0.4% 72
2023
Q2 		$702K Hold
9,965
– – 0.41% 71
2023
Q1 		$637K Sell
9,965
-240
-2% -$14.7K 0.4% 76
2022
Q4 		$597K Sell
10,205
-2,032
-17% -$122K 0.4% 84
2022
Q3 		$708K Buy
12,237
+1
+0% +$65 0.51% 56
2022
Q2 		$740K Sell
12,236
-108
-0.9% -$7.15K 0.51% 56
2022
Q1 		$943K Sell
12,344
-2,700
-18% -$203K 0.56% 52
2021
Q4 		$1.26M Hold
15,044
– – 0.78% 35
2021
Q3 		$1.11M Buy
15,044
+44
+0.3% +$3.35K 0.81% 34
2021
Q2 		$1.09M Hold
15,000
– – 0.8% 39
2021
Q1 		$977K Hold
15,000
– – 0.82% 37
2020
Q4 		$957K Buy
+15,000
New +$910K 0.8% 39

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Alta Wealth Advisors's IVW Position: Q2 2026 in Review

Alta Wealth Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 1.5% in Q2 2026, buying an estimated $70.4K and bringing the position to 36,780 shares worth $5.06M. The position accounts for 1.37% of the portfolio, ranked #15.

Alta Wealth Advisors first reported a position in IVW in Q4 2020 and has held it in 23 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Alta Wealth Advisors held 36,780 shares of iShares S&P 500 Growth ETF worth $5.06M as of Q2 2026.
  • Alta Wealth Advisors bought 533 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $70.4K.
  • iShares S&P 500 Growth ETF made up 1.37% of Alta Wealth Advisors's portfolio in Q2 2026, its #15 holding.
  • Alta Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Alta Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.