Atticus Wealth Management
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
Q3 		$1.1M Sell
7,717
-74
-0.9% -$10.3K 0.24% 63
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

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Encompass Wealth Advisors
Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Stegner Investment Associates
Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
West Wealth Group
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Atticus Wealth Management's IVW Position: Q3 2026 in Review

Atticus Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.95% in Q3 2026, selling an estimated $10.3K and leaving 7,717 shares worth $1.1M. The position accounts for 0.24% of the portfolio, ranked #63.

Atticus Wealth Management first reported a position in IVW in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.97M in Q4 2021. 766 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Atticus Wealth Management held 7,717 shares of iShares S&P 500 Growth ETF worth $1.1M as of Q3 2026.
  • Atticus Wealth Management sold 74 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $10.3K.
  • iShares S&P 500 Growth ETF made up 0.24% of Atticus Wealth Management's portfolio in Q3 2026, its #63 holding.
  • Atticus Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • Atticus Wealth Management's iShares S&P 500 Growth ETF position peaked at $1.97M in Q4 2021.
  • 766 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Atticus Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.