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

Atlas Capital Advisors’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	$812K	Buy	5,903 +3,319	+128%	+$438K	0.09%	194
2026 Q1	$292K	Buy	+2,584	New	+$311K	0.03%	346
2024 Q1	–	Sell	-500	Closed	-$37.5K	–	931
2023 Q4	$37.5K	Hold	500	–	–	0.01%	625
2023 Q3	$34.2K	Sell	500 -2,566	-84%	-$182K	0.01%	584
2023 Q2	$216K	Buy	3,066 +2,666	+667%	+$176K	0.03%	353
2023 Q1	$25.6K	Hold	400	–	–	﹤0.01%	648
2022 Q4	$23.4K	Hold	400	–	–	﹤0.01%	647
2022 Q3	$23.1K	Hold	400	–	–	﹤0.01%	638
2022 Q2	$24.1K	Hold	400	–	–	﹤0.01%	655
2022 Q1	$30.6K	Buy	+400	New	+$30.1K	﹤0.01%	593

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

Atlas Capital Advisors's IVW Position: Q2 2026 in Review

Atlas Capital Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 128% in Q2 2026, buying an estimated $438K and bringing the position to 5,903 shares worth $812K. The position accounts for 0.09% of the portfolio, ranked #194.

Atlas Capital Advisors first reported a position in IVW in Q1 2022 and has held it in 10 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Atlas Capital Advisors held 5,903 shares of iShares S&P 500 Growth ETF worth $812K as of Q2 2026.
Atlas Capital Advisors bought 3,319 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $438K.
iShares S&P 500 Growth ETF made up 0.09% of Atlas Capital Advisors's portfolio in Q2 2026, its #194 holding.
Atlas Capital Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2022 and has held it in 10 quarters since.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.