AFW
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Atlantic Family Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History

Atlantic Family Wealth’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 		$9.32M Sell
67,776
-92
-0.1% -$12.1K 5.96% 4
2026
Q1 		$7.68M Buy
67,868
+1,867
+3% +$225K 5.55% 4
2025
Q4 		$8.14M Buy
66,001
+1,770
+3% +$217K 6.14% 4
2025
Q3 		$7.75M Buy
64,231
+2,160
+3% +$248K 5.99% 4
2025
Q2 		$6.83M Sell
62,071
-1,137
-2% -$113K 5.95% 4
2025
Q1 		$5.87M Buy
63,208
+1,155
+2% +$116K 5.4% 4
2024
Q4 		$6.3M Buy
+62,053
New +$6.19M 7.45% 3

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

Atlantic Family Wealth's IVW Position: Q2 2026 in Review

Atlantic Family Wealth reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.14% in Q2 2026, selling an estimated $12.1K and leaving 67,776 shares worth $9.32M. The position accounts for 5.96% of the portfolio, ranked #4.

Atlantic Family Wealth first reported a position in IVW in Q4 2024 and has held it in 7 quarters since. 2,130 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Atlantic Family Wealth held 67,776 shares of iShares S&P 500 Growth ETF worth $9.32M as of Q2 2026.
  • Atlantic Family Wealth sold 92 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $12.1K.
  • iShares S&P 500 Growth ETF made up 5.96% of Atlantic Family Wealth's portfolio in Q2 2026, its #4 holding.
  • Atlantic Family Wealth first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,130 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Atlantic Family Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.