AWM
IVW icon

Atticus Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Atticus Wealth Management’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 		$1.07M Sell
7,791
-195
-2% -$25.7K 0.26% 66
2026
Q1 		$903K Sell
7,986
-841
-10% -$101K 0.24% 65
2025
Q4 		$1.09M Buy
8,827
+101
+1% +$12.4K 0.27% 59
2025
Q3 		$1.05M Sell
8,726
-11
-0.1% -$1.26K 0.27% 59
2025
Q2 		$962K Sell
8,737
-487
-5% -$48.2K 0.26% 53
2025
Q1 		$856K Sell
9,224
-367
-4% -$37K 0.28% 49
2024
Q4 		$974K Sell
9,591
-26
-0.3% -$2.59K 0.3% 42
2024
Q3 		$921K Sell
9,617
-191
-2% -$17.6K 0.3% 45
2024
Q2 		$908K Sell
9,808
-2,709
-22% -$234K 0.3% 45
2024
Q1 		$1.06M Sell
12,517
-1,129
-8% -$90.7K 0.35% 42
2023
Q4 		$1.02M Buy
13,646
+545
+4% +$38.8K 0.36% 38
2023
Q3 		$896K Buy
13,101
+2,462
+23% +$174K 0.34% 41
2023
Q2 		$750K Buy
10,639
+2
+0% +$132 0.28% 52
2023
Q1 		$680K Sell
10,637
-7,971
-43% -$487K 0.26% 58
2022
Q4 		$1.09M Buy
+18,608
New +$1.12M 0.45% 41
2022
Q3 		– Sell
-20,563
Closed -$1.24M – 589
2022
Q2 		$1.24M Sell
20,563
-2,546
-11% -$168K 0.52% 39
2022
Q1 		$1.76M Sell
23,109
-485
-2% -$36.4K 0.64% 33
2021
Q4 		$1.97M Buy
23,594
+712
+3% +$57.4K 0.77% 30
2021
Q3 		$1.69M Sell
22,882
-250
-1% -$19.1K 0.74% 29
2021
Q2 		$1.68M Sell
23,132
-79
-0.3% -$5.47K 0.73% 33
2021
Q1 		$1.51M Sell
23,211
-2,435
-9% -$157K 0.72% 36
2020
Q4 		$1.64M Buy
25,646
+23,906
+1,374% +$1.45M 0.82% 31
2020
Q3 		$100K Sell
1,740
-92
-5% -$5.21K 0.06% 138
2020
Q2 		$95K Buy
1,832
+12
+0.7% +$575 0.06% 134
2020
Q1 		$75K Hold
1,820
– – 0.06% 139
2019
Q4 		$88K Buy
+1,820
New +$84.4K 0.06% 140

Other funds holding IVW

LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

Atticus Wealth Management's IVW Position: Q2 2026 in Review

Atticus Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 2.4% in Q2 2026, selling an estimated $25.7K and leaving 7,791 shares worth $1.07M. The position accounts for 0.26% of the portfolio, ranked #66.

Atticus Wealth Management first reported a position in IVW in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.97M in Q4 2021. 425 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Atticus Wealth Management held 7,791 shares of iShares S&P 500 Growth ETF worth $1.07M as of Q2 2026.
  • Atticus Wealth Management sold 195 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $25.7K.
  • iShares S&P 500 Growth ETF made up 0.26% of Atticus Wealth Management's portfolio in Q2 2026, its #66 holding.
  • Atticus Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • Atticus Wealth Management's iShares S&P 500 Growth ETF position peaked at $1.97M in Q4 2021.
  • 425 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.