L.J. Altfest & Co’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
Q2 | $765K | Hold |
5,566
| – | – | 0.07% | 161 |
|
|
2026
Q1 | $630K | Hold |
5,566
| – | – | 0.07% | 197 |
|
|
2025
Q4 | $686K | Hold |
5,566
| – | – | 0.08% | 181 |
|
|
2025
Q3 | $672K | Hold |
5,566
| – | – | 0.08% | 187 |
|
|
2025
Q2 | $613K | Hold |
5,566
| – | – | 0.07% | 193 |
|
|
2025
Q1 | $517K | Hold |
5,566
| – | – | 0.06% | 210 |
|
|
2024
Q4 | $565K | Hold |
5,566
| – | – | 0.07% | 192 |
|
|
2024
Q3 | $533K | Hold |
5,566
| – | – | 0.07% | 206 |
|
|
2024
Q2 | $515K | Hold |
5,566
| – | – | 0.07% | 190 |
|
|
2024
Q1 | $470K | Hold |
5,566
| – | – | 0.07% | 204 |
|
|
2023
Q4 | $418K | Hold |
5,566
| – | – | 0.06% | 207 |
|
|
2023
Q3 | $381K | Hold |
5,566
| – | – | 0.06% | 209 |
|
|
2023
Q2 | $392K | Sell |
5,566
-434
| -7% | -$28.7K | 0.06% | 207 |
|
|
2023
Q1 | $383K | Hold |
6,000
| – | – | 0.06% | 196 |
|
|
2022
Q4 | $351K | Hold |
6,000
| – | – | 0.06% | 195 |
|
|
2022
Q3 | $347K | Hold |
6,000
| – | – | 0.07% | 185 |
|
|
2022
Q2 | $362K | Hold |
6,000
| – | – | 0.07% | 181 |
|
|
2022
Q1 | $458K | Hold |
6,000
| – | – | 0.08% | 158 |
|
|
2021
Q4 | $502K | Hold |
6,000
| – | – | 0.1% | 148 |
|
|
2021
Q3 | $443K | Hold |
6,000
| – | – | 0.09% | 154 |
|
|
2021
Q2 | $436K | Hold |
6,000
| – | – | 0.09% | 156 |
|
|
2021
Q1 | $391K | Hold |
6,000
| – | – | 0.09% | 173 |
|
|
2020
Q4 | $383K | Hold |
6,000
| – | – | 0.09% | 161 |
|
|
2020
Q3 | $347K | Hold |
6,000
| – | – | 0.09% | 156 |
|
|
2020
Q2 | $311K | Hold |
6,000
| – | – | 0.09% | 158 |
|
|
2020
Q1 | $248K | Hold |
6,000
| – | – | 0.08% | 152 |
|
|
2019
Q4 | $290K | Hold |
6,000
| – | – | 0.07% | 153 |
|
|
2019
Q3 | $270K | Hold |
6,000
| – | – | 0.07% | 148 |
|
|
2019
Q2 | $269K | Hold |
6,000
| – | – | 0.07% | 153 |
|
|
2019
Q1 | $259K | Hold |
6,000
| – | – | 0.06% | 159 |
|
|
2018
Q4 | $226K | Hold |
6,000
| – | – | 0.06% | 135 |
|
|
2018
Q3 | $266K | Hold |
6,000
| – | – | 0.08% | 146 |
|
|
2018
Q2 | $244K | Hold |
6,000
| – | – | 0.09% | 144 |
|
|
2018
Q1 | $233K | Hold |
6,000
| – | – | 0.1% | 142 |
|
|
2017
Q4 | $229K | Buy |
+6,000
| New | +$224K | 0.09% | 148 |
|
Other funds holding IVW
L.J. Altfest & Co's IVW Position: Q2 2026 in Review
L.J. Altfest & Co held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 5,566 shares worth $765K. The position accounts for 0.07% of the portfolio, ranked #161.
L.J. Altfest & Co first reported a position in IVW in Q4 2017 and has held it in 35 quarters since. 2,134 funds tracked by Wall St. Rank hold IVW as of Q2 2026.
- L.J. Altfest & Co held 5,566 shares of iShares S&P 500 Growth ETF worth $765K as of Q2 2026.
- L.J. Altfest & Co left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
- iShares S&P 500 Growth ETF made up 0.07% of L.J. Altfest & Co's portfolio in Q2 2026, its #161 holding.
- L.J. Altfest & Co first reported a position in iShares S&P 500 Growth ETF in Q4 2017 and has held it in 35 quarters since.
- 2,134 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.
Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.