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 Q3	$13.1M	Buy	92,200 +8,419	+10%	+$1.17M	6.41%	5
2026 Q2	$11.5M	Buy	83,781 +32,307	+63%	+$4.27M	5.67%	5
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

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

AtlasMark Financial's IVW Position: Q3 2026 in Review

AtlasMark Financial increased its iShares S&P 500 Growth ETF (IVW) stake by 10% in Q3 2026, buying an estimated $1.17M and bringing the position to 92,200 shares worth $13.1M. The position accounts for 6.41% of the portfolio, ranked #5.

AtlasMark Financial first reported a position in IVW in Q3 2024 and has held it in 9 quarters since. 1,037 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

AtlasMark Financial held 92,200 shares of iShares S&P 500 Growth ETF worth $13.1M as of Q3 2026.
AtlasMark Financial bought 8,419 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $1.17M.
iShares S&P 500 Growth ETF made up 6.41% of AtlasMark Financial's portfolio in Q3 2026, its #5 holding.
AtlasMark Financial first reported a position in iShares S&P 500 Growth ETF in Q3 2024 and has held it in 9 quarters since.
1,037 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on AtlasMark Financial's 13F filing for Q3 2026, filed 13 Oct 2026.