Atlantic Edge Private Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Atlantic Edge Private 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	$7M	Buy	50,909 +217	+0.4%	+$28.7K	1.43%	19
2026 Q1	$5.73M	Sell	50,692 -21,903	-30%	-$2.63M	1.41%	20
2025 Q4	$8.95M	Buy	72,595 +2,900	+4%	+$355K	2.22%	13
2025 Q3	$8.41M	Buy	69,695 +695	+1%	+$79.9K	2.16%	13
2025 Q2	$7.6M	Buy	69,000 +53,618	+349%	+$5.31M	2.08%	14
2025 Q1	$1.43M	Hold	15,382	–	–	0.44%	59
2024 Q4	$1.56M	Hold	15,382	–	–	0.48%	54
2024 Q3	$1.47M	Buy	15,382 +102	+0.7%	+$9.42K	0.45%	57
2024 Q2	$1.41M	Hold	15,280	–	–	0.47%	54
2024 Q1	$1.29M	Hold	15,280	–	–	0.44%	59
2023 Q4	$1.15M	Buy	+15,280	New	+$1.09M	0.47%	59

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Atlantic Edge Private Wealth Management's IVW Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 0.43% in Q2 2026, buying an estimated $28.7K and bringing the position to 50,909 shares worth $7M. The position accounts for 1.43% of the portfolio, ranked #19.

Atlantic Edge Private Wealth Management first reported a position in IVW in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.95M in Q4 2025. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Atlantic Edge Private Wealth Management held 50,909 shares of iShares S&P 500 Growth ETF worth $7M as of Q2 2026.
Atlantic Edge Private Wealth Management bought 217 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $28.7K.
iShares S&P 500 Growth ETF made up 1.43% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #19 holding.
Atlantic Edge Private Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's iShares S&P 500 Growth ETF position peaked at $8.95M in Q4 2025.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.