Elevation Advisory Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
Other funds holding IVW
Elevation Advisory Partners's IVW Position: Q2 2026 in Review
Elevation Advisory Partners reduced its iShares S&P 500 Growth ETF (IVW) stake by 17% in Q2 2026, selling an estimated $43.2K and leaving 1,644 shares worth $221K. The position accounts for 0.23% of the portfolio, ranked #46.
Elevation Advisory Partners first reported a position in IVW in Q1 2026 and has held it in 2 quarters since. The position peaked at $247K in Q1 2026. 2,123 funds tracked by Wall St. Rank hold IVW as of Q2 2026.
- Elevation Advisory Partners held 1,644 shares of iShares S&P 500 Growth ETF worth $221K as of Q2 2026.
- Elevation Advisory Partners sold 327 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $43.2K.
- iShares S&P 500 Growth ETF made up 0.23% of Elevation Advisory Partners's portfolio in Q2 2026, its #46 holding.
- Elevation Advisory Partners first reported a position in iShares S&P 500 Growth ETF in Q1 2026 and has held it in 2 quarters since.
- Elevation Advisory Partners's iShares S&P 500 Growth ETF position peaked at $247K in Q1 2026.
- 2,123 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.
Based on Elevation Advisory Partners's 13F filing for Q2 2026, filed 13 Aug 2026.