Atria Investments’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $66.1M | Buy |
584,236
+69,792
| +14% | +$8.39M | 0.74% | 20 |
|
|
2025
Q4 | $63.4M | Buy |
514,444
+57,025
| +12% | +$6.98M | 0.72% | 21 |
|
|
2025
Q3 | $55.2M | Buy |
457,419
+19,917
| +5% | +$2.29M | 0.63% | 22 |
|
|
2025
Q2 | $48.2M | Sell |
437,502
-26,063
| -6% | -$2.58M | 0.57% | 26 |
|
|
2025
Q1 | $43M | Buy |
463,565
+18,564
| +4% | +$1.87M | 0.55% | 25 |
|
|
2024
Q4 | $45.2M | Sell |
445,001
-36,587
| -8% | -$3.65M | 0.56% | 24 |
|
|
2024
Q3 | $46.1M | Sell |
481,588
-52,461
| -10% | -$4.84M | 0.57% | 25 |
|
|
2024
Q2 | $49.4M | Buy |
534,049
+164,054
| +44% | +$14.1M | 0.64% | 20 |
|
|
2024
Q1 | $31.2M | Buy |
369,995
+119,292
| +48% | +$9.58M | 0.43% | 46 |
|
|
2023
Q4 | $18.8M | Buy |
250,703
+75,795
| +43% | +$5.4M | 0.29% | 69 |
|
|
2023
Q3 | $12M | Buy |
174,908
+122,129
| +231% | +$8.64M | 0.21% | 98 |
|
|
2023
Q2 | $3.72M | Buy |
52,779
+20,473
| +63% | +$1.35M | 0.07% | 345 |
|
|
2023
Q1 | $2.06M | Sell |
32,306
-76,555
| -70% | -$4.68M | 0.04% | 525 |
|
|
2022
Q4 | $6.37M | Sell |
108,861
-12,132
| -10% | -$728K | 0.13% | 200 |
|
|
2022
Q3 | $7M | Buy |
120,993
+28,273
| +30% | +$1.84M | 0.15% | 161 |
|
|
2022
Q2 | $5.6M | Sell |
92,720
-231,879
| -71% | -$15.3M | 0.12% | 214 |
|
|
2022
Q1 | $24.8M | Buy |
324,599
+94,305
| +41% | +$7.08M | 0.43% | 39 |
|
|
2021
Q4 | $19.3M | Buy |
230,294
+19,264
| +9% | +$1.55M | 0.34% | 60 |
|
|
2021
Q3 | $15.6M | Buy |
211,030
+13,698
| +7% | +$1.04M | 0.28% | 70 |
|
|
2021
Q2 | $14.4M | Buy |
197,332
+13,389
| +7% | +$927K | 0.28% | 73 |
|
|
2021
Q1 | $12M | Sell |
183,943
-2,643
| -1% | -$171K | 0.27% | 82 |
|
|
2020
Q4 | $11.9M | Buy |
186,586
+142,202
| +320% | +$8.62M | 0.29% | 75 |
|
|
2020
Q3 | $2.56M | Sell |
44,384
-10,480
| -19% | -$593K | 0.08% | 275 |
|
|
2020
Q2 | $2.85M | Buy |
+54,864
| New | +$2.63M | 0.1% | 245 |
|
|
2020
Q1 | – | Sell |
-65,552
| Closed | -$3.17M | – | 873 |
|
|
2019
Q4 | $3.17M | Buy |
65,552
+1,552
| +2% | +$71.9K | 0.09% | 204 |
|
|
2019
Q3 | $2.88M | Buy |
64,000
+18,744
| +41% | +$848K | 0.1% | 168 |
|
|
2019
Q2 | $2.01M | Sell |
45,256
-4,060
| -8% | -$179K | 0.07% | 224 |
|
|
2019
Q1 | $2.13M | Sell |
49,316
-187,176
| -79% | -$7.67M | 0.09% | 209 |
|
|
2018
Q4 | $8.91M | Sell |
236,492
-235,548
| -50% | -$9.53M | 0.39% | 43 |
|
|
2018
Q3 | $20.9M | Buy |
472,040
+20,056
| +4% | +$862K | 0.83% | 17 |
|
|
2018
Q2 | $18.4M | Sell |
451,984
-103,008
| -19% | -$4.14M | 0.81% | 19 |
|
|
2018
Q1 | $21.5M | Buy |
554,992
+27,296
| +5% | +$1.09M | 1.04% | 14 |
|
|
2017
Q4 | $20.2M | Sell |
527,696
-38,312
| -7% | -$1.43M | 1% | 14 |
|
|
2017
Q3 | $20.3M | Buy |
566,008
+164,324
| +41% | +$5.79M | 1.11% | 14 |
|
|
2017
Q2 | $13.7M | Buy |
401,684
+29,784
| +8% | +$1.01M | 0.84% | 18 |
|
|
2017
Q1 | $12.2M | Sell |
371,900
-169,244
| -31% | -$5.43M | 0.8% | 21 |
|
|
2016
Q4 | $16.5M | Buy |
541,144
+302,660
| +127% | +$9.14M | 1.26% | 13 |
|
|
2016
Q3 | $7.25M | Buy |
238,484
+16,204
| +7% | +$491K | 0.67% | 25 |
|
|
2016
Q2 | $6.57M | Buy |
222,280
+1,400
| +0.6% | +$40.6K | 0.71% | 24 |
|
|
2016
Q1 | $6.4M | Sell |
220,880
-111,528
| -34% | -$3.07M | 0.73% | 23 |
|
|
2015
Q4 | $9.04M | Buy |
332,408
+89,360
| +37% | +$2.6M | 0.99% | 17 |
|
|
2015
Q3 | $6.55M | Sell |
243,048
-3,288
| -1% | -$93.5K | 0.91% | 17 |
|
|
2015
Q2 | $7.01M | Buy |
246,336
+27,744
| +13% | +$804K | 0.82% | 20 |
|
|
2015
Q1 | $6.23M | Buy |
218,592
+97,316
| +80% | +$2.76M | 0.7% | 22 |
|
|
2014
Q4 | $3.38M | Buy |
121,276
+20,588
| +20% | +$562K | 0.36% | 44 |
|
|
2014
Q3 | $2.69M | Buy |
100,688
+7,864
| +8% | +$210K | 0.28% | 71 |
|
|
2014
Q2 | $2.44M | Buy |
+92,824
| New | +$2.36M | 0.24% | 78 |
|
|
2014
Q1 | – | Sell |
-29,100
| Closed | -$718K | – | 444 |
|
|
2013
Q4 | $718K | Buy |
+29,100
| New | +$686K | 0.07% | 228 |
|
Other funds holding IVW
Atria Investments's IVW Position: Q1 2026 in Review
Atria Investments increased its iShares S&P 500 Growth ETF (IVW) stake by 14% in Q1 2026, buying an estimated $8.39M and bringing the position to 584,236 shares worth $66.1M. The position accounts for 0.74% of the portfolio, ranked #20.
Atria Investments first reported a position in IVW in Q4 2013 and has held it in 48 quarters since. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.
- Atria Investments held 584,236 shares of iShares S&P 500 Growth ETF worth $66.1M as of Q1 2026.
- Atria Investments bought 69,792 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $8.39M.
- iShares S&P 500 Growth ETF made up 0.74% of Atria Investments's portfolio in Q1 2026, its #20 holding.
- Atria Investments first reported a position in iShares S&P 500 Growth ETF in Q4 2013 and has held it in 48 quarters since.
- 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.
Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.