L.J. Altfest & Co’s iShares S&P 500 Growth ETF IVW Stock Holding History

L.J. Altfest & Co’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 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

L.J. Altfest & Co's IVW Position: Q1 2026 in Review

L.J. Altfest & Co held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2026 at 5,566 shares worth $630K. The position accounts for 0.07% of the portfolio, ranked #197.

L.J. Altfest & Co first reported a position in IVW in Q4 2017 and has held it in 34 quarters since. The position peaked at $686K in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

L.J. Altfest & Co held 5,566 shares of iShares S&P 500 Growth ETF worth $630K as of Q1 2026.
L.J. Altfest & Co left its iShares S&P 500 Growth ETF share count unchanged in Q1 2026.
iShares S&P 500 Growth ETF made up 0.07% of L.J. Altfest & Co's portfolio in Q1 2026, its #197 holding.
L.J. Altfest & Co first reported a position in iShares S&P 500 Growth ETF in Q4 2017 and has held it in 34 quarters since.
L.J. Altfest & Co's iShares S&P 500 Growth ETF position peaked at $686K in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.