Elevated Capital Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Elevated Capital Advisors’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	$1.18M	Buy	8,610 +1,286	+18%	+$170K	0.33%	67
2026 Q1	$828K	Sell	7,324 -466	-6%	-$56K	0.21%	121
2025 Q4	$960K	Sell	7,790 -275	-3%	-$33.7K	0.22%	111
2025 Q3	$974K	Sell	8,065 -2,872	-26%	-$330K	0.24%	106
2025 Q2	$1.02M	Hold	10,937	–	–	0.28%	93
2025 Q1	$1.02M	Sell	10,937 -915	-8%	-$92.2K	0.28%	93
2024 Q4	$1.2M	Sell	11,852 -1,803	-13%	-$180K	0.33%	78
2024 Q3	$1.31M	Buy	+13,655	New	+$1.26M	0.35%	75

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Elevated Capital Advisors's IVW Position: Q2 2026 in Review

Elevated Capital Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 18% in Q2 2026, buying an estimated $170K and bringing the position to 8,610 shares worth $1.18M. The position accounts for 0.33% of the portfolio, ranked #67.

Elevated Capital Advisors first reported a position in IVW in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.31M in Q3 2024. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Elevated Capital Advisors held 8,610 shares of iShares S&P 500 Growth ETF worth $1.18M as of Q2 2026.
Elevated Capital Advisors bought 1,286 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $170K.
iShares S&P 500 Growth ETF made up 0.33% of Elevated Capital Advisors's portfolio in Q2 2026, its #67 holding.
Elevated Capital Advisors first reported a position in iShares S&P 500 Growth ETF in Q3 2024 and has held it in 8 quarters since.
Elevated Capital Advisors's iShares S&P 500 Growth ETF position peaked at $1.31M in Q3 2024.
2,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.