AWM
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Alterna Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Alterna Wealth Management’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 		$7.62M Buy
55,397
+13,730
+33% +$1.81M 4.37% 3
2026
Q1 		$4.71M Buy
41,667
+11,979
+40% +$1.44M 3.57% 7
2025
Q4 		$3.66M Buy
29,688
+3,120
+12% +$382K 3.05% 7
2025
Q3 		$3.21M Sell
26,568
-481
-2% -$55.3K 2.64% 10
2025
Q2 		$2.98M Sell
27,049
-7,826
-22% -$775K 2.38% 10
2025
Q1 		$3.24M Buy
34,875
+1,993
+6% +$201K 2.46% 12
2024
Q4 		$3.34M Buy
32,882
+4,746
+17% +$473K 2.82% 11
2024
Q3 		$2.69M Sell
28,136
-4,732
-14% -$437K 2.42% 12
2024
Q2 		$3.04M Sell
32,868
-1,306
-4% -$113K 2.66% 11
2024
Q1 		$2.89M Buy
34,174
+21,416
+168% +$1.72M 2.34% 10
2023
Q4 		$958K Buy
12,758
+3,477
+37% +$247K 1.15% 25
2023
Q3 		$635K Buy
+9,281
New +$657K 0.81% 39
2019
Q1 		– Sell
-27,848
Closed -$953K – 221
2018
Q4 		$953K Buy
+27,848
New +$1.13M 0.16% 102

Other funds holding IVW

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIA
Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Alterna Wealth Management's IVW Position: Q2 2026 in Review

Alterna Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 33% in Q2 2026, buying an estimated $1.81M and bringing the position to 55,397 shares worth $7.62M. The position accounts for 4.37% of the portfolio, ranked #3.

Alterna Wealth Management first reported a position in IVW in Q4 2018 and has held it in 13 quarters since. 770 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Alterna Wealth Management held 55,397 shares of iShares S&P 500 Growth ETF worth $7.62M as of Q2 2026.
  • Alterna Wealth Management bought 13,730 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $1.81M.
  • iShares S&P 500 Growth ETF made up 4.37% of Alterna Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Alterna Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 13 quarters since.
  • 770 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Alterna Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.