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Atlas Brown’s iShares S&P 500 Growth ETF IVW Stock Holding History

Atlas Brown’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 		$3.43M Sell
24,949
-339
-1% -$44.8K 0.92% 26
2026
Q1 		$2.86M Sell
25,288
-1,348
-5% -$162K 0.86% 29
2025
Q4 		$3.28M Sell
26,636
-348
-1% -$42.6K 0.98% 25
2025
Q3 		$3.26M Sell
26,984
-497
-2% -$57.2K 0.96% 25
2025
Q2 		$3.03M Sell
27,481
-652
-2% -$64.5K 0.97% 24
2025
Q1 		$2.61M Buy
28,133
+1
+0% +$101 0.92% 26
2024
Q4 		$2.86M Sell
28,132
-9
-0% -$898 0.98% 25
2024
Q3 		$2.69M Sell
28,141
-6,657
-19% -$615K 0.93% 26
2024
Q2 		$3.22M Sell
34,798
-8,528
-20% -$735K 1.15% 20
2024
Q1 		$3.66M Sell
43,326
-1,690
-4% -$136K 1.33% 16
2023
Q4 		$3.38M Sell
45,016
-60
-0.1% -$4.27K 1.4% 17
2023
Q3 		$3.08M Buy
45,076
+253
+0.6% +$17.9K 1.41% 15
2023
Q2 		$3.16M Sell
44,823
-233
-0.5% -$15.4K 1.39% 16
2023
Q1 		$2.88M Sell
45,056
-758
-2% -$46.3K 1.33% 16
2022
Q4 		$2.68M Sell
45,814
-1,772
-4% -$106K 1.32% 16
2022
Q3 		$2.75M Sell
47,586
-3,190
-6% -$207K 1.4% 16
2022
Q2 		$3.06M Sell
50,776
-360
-0.7% -$23.8K 1.45% 15
2022
Q1 		$3.91M Sell
51,136
-406
-0.8% -$30.5K 1.59% 12
2021
Q4 		$4.31M Sell
51,542
-839
-2% -$67.6K 1.67% 10
2021
Q3 		$3.87M Sell
52,381
-1,872
-3% -$143K 1.68% 11
2021
Q2 		$3.95M Sell
54,253
-1,495
-3% -$103K 1.71% 10
2021
Q1 		$3.63M Sell
55,748
-1,020
-2% -$65.9K 1.72% 10
2020
Q4 		$3.62M Sell
56,768
-1,728
-3% -$105K 1.87% 8
2020
Q3 		$3.38M Sell
58,496
-3,888
-6% -$220K 2% 8
2020
Q2 		$3.24M Sell
62,384
-940
-1% -$45.1K 2.05% 8
2020
Q1 		$2.61M Sell
63,324
-168
-0.3% -$7.95K 2.04% 9
2019
Q4 		$3.07M Sell
63,492
-556
-0.9% -$25.8K 1.92% 10
2019
Q3 		$2.88M Sell
64,048
-480
-0.7% -$21.7K 2.06% 10
2019
Q2 		$2.89M Buy
64,528
+152
+0.2% +$6.68K 2% 12
2019
Q1 		$2.77M Sell
64,376
-472
-0.7% -$19.3K 1.96% 11
2018
Q4 		$2.44M Buy
64,848
+2,772
+4% +$112K 1.88% 11
2018
Q3 		$2.75M Sell
62,076
-872
-1% -$37.5K 1.69% 11
2018
Q2 		$2.64M Sell
62,948
-3,412
-5% -$137K 0.62% 13
2018
Q1 		$2.57M Buy
66,360
+4,080
+7% +$163K 0.47% 14
2017
Q4 		$2.55M Sell
62,280
-10,820
-15% -$404K 0.45% 14
2017
Q3 		$2.62M Sell
73,100
-2,548
-3% -$89.8K 0.56% 13
2017
Q2 		$2.59M Sell
75,648
-1,900
-2% -$64.4K 2.27% 9
2017
Q1 		$2.55M Sell
77,548
-4,164
-5% -$134K 2.01% 10
2016
Q4 		$2.48M Hold
81,712
– – 1.02% 12
2016
Q3 		$2.48M Sell
81,712
-1,192
-1% -$36.1K 1.02% 12
2016
Q2 		$2.42M Sell
82,904
-3,456
-4% -$100K 0.98% 12
2016
Q1 		$2.5M Sell
86,360
-584
-0.7% -$16.1K 1.05% 12
2015
Q4 		$2.32M Buy
86,944
+2,108
+2% +$61.3K 1.48% 9
2015
Q3 		$2.29M Buy
84,836
+720
+0.9% +$20.5K 0.98% 11
2015
Q2 		$2.48M Buy
84,116
+3,528
+4% +$102K 0.96% 10
2015
Q1 		$2.3M Sell
80,588
-1,804
-2% -$51.2K 0.62% 10
2014
Q4 		$2.3M Buy
82,392
+6,760
+9% +$185K 0.62% 15
2014
Q3 		$2.02M Buy
75,632
+60,280
+393% +$1.61M 0.75% 16
2014
Q2 		$404K Buy
+15,352
New +$390K 0.2% 63

Other funds holding IVW

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Atlas Brown's IVW Position: Q2 2026 in Review

Atlas Brown reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.3% in Q2 2026, selling an estimated $44.8K and leaving 24,949 shares worth $3.43M. The position accounts for 0.92% of the portfolio, ranked #26.

Atlas Brown first reported a position in IVW in Q2 2014 and has held it in 49 quarters since. The position peaked at $4.31M in Q4 2021. 476 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Atlas Brown held 24,949 shares of iShares S&P 500 Growth ETF worth $3.43M as of Q2 2026.
  • Atlas Brown sold 339 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $44.8K.
  • iShares S&P 500 Growth ETF made up 0.92% of Atlas Brown's portfolio in Q2 2026, its #26 holding.
  • Atlas Brown first reported a position in iShares S&P 500 Growth ETF in Q2 2014 and has held it in 49 quarters since.
  • Atlas Brown's iShares S&P 500 Growth ETF position peaked at $4.31M in Q4 2021.
  • 476 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Atlas Brown's 13F filing for Q2 2026, filed 9 Jul 2026.