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AlTi Global’s iShares S&P 500 Growth ETF IVW Stock Holding History

AlTi Global’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 		$9.14M Buy
66,461
+884
+1% +$117K 0.19% 65
2026
Q1 		$7.42M Buy
65,577
+635
+1% +$76.4K 0.16% 68
2025
Q4 		$8M Sell
64,942
-101
-0.2% -$12.4K 0.17% 66
2025
Q3 		$7.85M Sell
65,043
-1,500
-2% -$173K 0.18% 69
2025
Q2 		$7.33M Sell
66,543
-860
-1% -$85.1K 0.18% 71
2025
Q1 		$6.26M Sell
67,403
-119
-0.2% -$12K 0.16% 68
2024
Q4 		$6.86M Sell
67,522
-80
-0.1% -$7.98K 0.17% 73
2024
Q3 		$6.47M Sell
67,602
-929
-1% -$85.8K 0.16% 82
2024
Q2 		$6.34M Sell
68,531
-4,838
-7% -$417K 0.17% 63
2024
Q1 		$6.2M Buy
73,369
+199
+0.3% +$16K 0.17% 80
2023
Q4 		$5.5M Buy
+73,170
New +$5.21M 0.17% 76

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AlTi Global's IVW Position: Q2 2026 in Review

AlTi Global increased its iShares S&P 500 Growth ETF (IVW) stake by 1.3% in Q2 2026, buying an estimated $117K and bringing the position to 66,461 shares worth $9.14M. The position accounts for 0.19% of the portfolio, ranked #65.

AlTi Global first reported a position in IVW in Q4 2023 and has held it in 11 quarters since. 1,498 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • AlTi Global held 66,461 shares of iShares S&P 500 Growth ETF worth $9.14M as of Q2 2026.
  • AlTi Global bought 884 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $117K.
  • iShares S&P 500 Growth ETF made up 0.19% of AlTi Global's portfolio in Q2 2026, its #65 holding.
  • AlTi Global first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,498 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.