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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

AtlasMark Financial's IVW Position: Q2 2026 in Review

AtlasMark Financial increased its iShares S&P 500 Growth ETF (IVW) stake by 63% in Q2 2026, buying an estimated $4.27M and bringing the position to 83,781 shares worth $11.5M. The position accounts for 5.67% of the portfolio, ranked #5.

AtlasMark Financial first reported a position in IVW in Q3 2024 and has held it in 8 quarters since. 2,133 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • AtlasMark Financial held 83,781 shares of iShares S&P 500 Growth ETF worth $11.5M as of Q2 2026.
  • AtlasMark Financial bought 32,307 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $4.27M.
  • iShares S&P 500 Growth ETF made up 5.67% of AtlasMark Financial's portfolio in Q2 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 8 quarters since.
  • 2,133 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on AtlasMark Financial's 13F filing for Q2 2026, filed 17 Aug 2026.