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AtlasMark Financial’s iShares S&P 500 Growth ETF IVW Stock Holding History

AtlasMark Financial’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
Q1 		$6.34M Hold
51,474
– – 4.1% 6
2025
Q4 		$6.34M Buy
51,474
+4,394
+9% +$538K 4.1% 6
2025
Q3 		$5.68M Buy
47,080
+15,491
+49% +$1.78M 3.8% 7
2025
Q2 		$3.48M Buy
31,589
+12,532
+66% +$1.24M 2.65% 15
2025
Q1 		$1.77M Buy
19,057
+1,618
+9% +$163K 1.64% 18
2024
Q4 		$1.77M Buy
17,439
+2,790
+19% +$278K 1.63% 18
2024
Q3 		$1.4M Buy
+14,649
New +$1.35M 1.3% 19

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

AtlasMark Financial's IVW Position: Q1 2026 in Review

AtlasMark Financial held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2026 at 51,474 shares worth $6.34M. The position accounts for 4.1% of the portfolio, ranked #6.

AtlasMark Financial first reported a position in IVW in Q3 2024 and has held it in 7 quarters since. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • AtlasMark Financial held 51,474 shares of iShares S&P 500 Growth ETF worth $6.34M as of Q1 2026.
  • AtlasMark Financial left its iShares S&P 500 Growth ETF share count unchanged in Q1 2026.
  • iShares S&P 500 Growth ETF made up 4.1% of AtlasMark Financial's portfolio in Q1 2026, its #6 holding.
  • AtlasMark Financial first reported a position in iShares S&P 500 Growth ETF in Q3 2024 and has held it in 7 quarters since.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on AtlasMark Financial's 13F filing for Q1 2026, filed 22 Apr 2026.