Alterna Wealth Management
IVW icon

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
Q3 		$6.74M Sell
47,388
-8,009
-14% -$1.11M 3.74% 5
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Alterna Wealth Management's IVW Position: Q3 2026 in Review

Alterna Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 14% in Q3 2026, selling an estimated $1.11M and leaving 47,388 shares worth $6.74M. The position accounts for 3.74% of the portfolio, ranked #5.

Alterna Wealth Management first reported a position in IVW in Q4 2018 and has held it in 14 quarters since. The position peaked at $7.62M in Q2 2026. 1,407 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Alterna Wealth Management held 47,388 shares of iShares S&P 500 Growth ETF worth $6.74M as of Q3 2026.
  • Alterna Wealth Management sold 8,009 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $1.11M.
  • iShares S&P 500 Growth ETF made up 3.74% of Alterna Wealth Management's portfolio in Q3 2026, its #5 holding.
  • Alterna Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 14 quarters since.
  • Alterna Wealth Management's iShares S&P 500 Growth ETF position peaked at $7.62M in Q2 2026.
  • 1,407 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Alterna Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.