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

Atlantic Private 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	$195K	Buy	1,416 +2	+0.1%	+$264	0.12%	64
2026 Q1	$160K	Sell	1,414 -174	-11%	-$20.9K	0.1%	72
2025 Q4	$196K	Buy	1,588 +2	+0.1%	+$245	0.13%	59
2025 Q3	$192K	Sell	1,586 -17	-1%	-$1.96K	0.12%	52
2025 Q2	$176K	Buy	1,603 +2	+0.1%	+$198	0.12%	54
2025 Q1	$149K	Buy	1,601 +2	+0.1%	+$202	0.11%	67
2024 Q4	$162K	Sell	1,599 -1,027	-39%	-$102K	0.12%	51
2024 Q3	$252K	Buy	2,626 +3	+0.1%	+$277	0.19%	39
2024 Q2	$243K	Buy	2,623 +2	+0.1%	+$172	0.2%	36
2024 Q1	$221K	Buy	2,621 +3	+0.1%	+$241	0.18%	37
2023 Q4	$197K	Sell	2,618 -1,165	-31%	-$82.9K	0.18%	38
2023 Q3	$259K	Sell	3,783 -72	-2%	-$5.09K	0.26%	31
2023 Q2	$272K	Buy	3,855 +9	+0.2%	+$595	0.28%	29
2023 Q1	$246K	Buy	3,846 +11	+0.3%	+$672	0.26%	29
2022 Q4	$224K	Sell	3,835 -2,428	-39%	-$146K	0.24%	38
2022 Q3	$362K	Buy	6,263 +17	+0.3%	+$1.1K	0.41%	28
2022 Q2	$377K	Sell	6,246 -281	-4%	-$18.6K	0.39%	26
2022 Q1	$499K	Buy	6,527 +10	+0.2%	+$751	0.47%	19
2021 Q4	$545K	Buy	+6,517	New	+$525K	0.48%	18

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 Private Wealth's IVW Position: Q2 2026 in Review

Atlantic Private Wealth increased its iShares S&P 500 Growth ETF (IVW) stake by 0.14% in Q2 2026, buying an estimated $264 and bringing the position to 1,416 shares worth $195K. The position accounts for 0.12% of the portfolio, ranked #64.

Atlantic Private Wealth first reported a position in IVW in Q4 2021 and has held it in 19 quarters since. The position peaked at $545K in Q4 2021. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Atlantic Private Wealth held 1,416 shares of iShares S&P 500 Growth ETF worth $195K as of Q2 2026.
Atlantic Private Wealth bought 2 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $264.
iShares S&P 500 Growth ETF made up 0.12% of Atlantic Private Wealth's portfolio in Q2 2026, its #64 holding.
Atlantic Private Wealth first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 19 quarters since.
Atlantic Private Wealth's iShares S&P 500 Growth ETF position peaked at $545K in Q4 2021.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Atlantic Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.