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Realta Investment Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Realta Investment 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 		$146K Buy
1,062
+1
+0.1% +$132 0.05% 227
2026
Q1 		$120K Buy
1,061
+38
+4% +$4.57K 0.04% 221
2025
Q4 		$126K Sell
1,023
-4
-0.4% -$490 0.04% 214
2025
Q3 		$124K Sell
1,027
-95
-8% -$10.9K 0.04% 205
2025
Q2 		$124K Sell
1,122
-472
-30% -$46.7K 0.05% 198
2025
Q1 		$148K Buy
1,594
+29
+2% +$2.92K 0.07% 187
2024
Q4 		$162K Buy
1,565
+201
+15% +$20.1K 0.07% 195
2024
Q3 		$133K Sell
1,364
-747
-35% -$69K 0.06% 203
2024
Q2 		$195K Sell
2,111
-49
-2% -$4.22K 0.04% 402
2024
Q1 		$182K Buy
+2,160
New +$174K 0.04% 414
2023
Q4 		– Sell
-4,145
Closed -$292K – 611
2023
Q3 		$292K Sell
4,145
-280
-6% -$19.8K 0.07% 298
2023
Q2 		$312K Buy
4,425
+325
+8% +$21.5K 0.07% 294
2023
Q1 		$262K Sell
4,100
-1,148
-22% -$70.2K 0.06% 316
2022
Q4 		$307K Sell
5,248
-107
-2% -$6.42K 0.07% 292
2022
Q3 		$310K Buy
5,355
+96
+2% +$6.24K 0.08% 274
2022
Q2 		$320K Sell
5,259
-1,457
-22% -$96.4K 0.08% 265
2022
Q1 		$513K Sell
6,716
-311
-4% -$23.4K 0.1% 211
2021
Q4 		$588K Sell
7,027
-162
-2% -$13.1K 0.13% 187
2021
Q3 		$531K Sell
7,189
-182
-2% -$13.9K 0.13% 192
2021
Q2 		$536K Buy
7,371
+1,202
+19% +$83.2K 0.13% 192
2021
Q1 		$402K Buy
6,169
+486
+9% +$31.4K 0.11% 234
2020
Q4 		$363K Sell
5,683
-77
-1% -$4.67K 0.1% 212
2020
Q3 		$333K Buy
5,760
+312
+6% +$17.7K 0.11% 209
2020
Q2 		$283K Sell
5,448
-780
-13% -$37.4K 0.09% 255
2020
Q1 		$257K Sell
6,228
-1,196
-16% -$56.6K 0.11% 223
2019
Q4 		$353K Sell
7,424
-204
-3% -$9.46K 0.1% 241
2019
Q3 		$342K Buy
7,628
+344
+5% +$15.6K 0.09% 232
2019
Q2 		$326K Buy
7,284
+2,992
+70% +$132K 0.09% 241
2019
Q1 		$183K Buy
+4,292
New +$176K 0.08% 285

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Realta Investment Advisors's IVW Position: Q2 2026 in Review

Realta Investment Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 0.09% in Q2 2026, buying an estimated $132 and bringing the position to 1,062 shares worth $146K. The position accounts for 0.05% of the portfolio, ranked #227.

Realta Investment Advisors first reported a position in IVW in Q1 2019 and has held it in 29 quarters since. The position peaked at $588K in Q4 2021. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Realta Investment Advisors held 1,062 shares of iShares S&P 500 Growth ETF worth $146K as of Q2 2026.
  • Realta Investment Advisors bought 1 iShares S&P 500 Growth ETF share in Q2 2026, an estimated $132.
  • iShares S&P 500 Growth ETF made up 0.05% of Realta Investment Advisors's portfolio in Q2 2026, its #227 holding.
  • Realta Investment Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2019 and has held it in 29 quarters since.
  • Realta Investment Advisors's iShares S&P 500 Growth ETF position peaked at $588K in Q4 2021.
  • 2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.