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

Tactive 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	$2.85M	Sell	20,758 -262	-1%	-$34.6K	0.7%	39
2026 Q1	$2.38M	Sell	21,020 -3,556	-14%	-$428K	0.67%	40
2025 Q4	$3.03M	Buy	24,576 +367	+2%	+$44.9K	0.89%	28
2025 Q3	$2.92M	Sell	24,209 -374	-2%	-$43K	0.83%	31
2025 Q2	$2.71M	Buy	+24,583	New	+$2.43M	0.88%	31
2024 Q1	$4.05M	Sell	47,957 -16,680	-26%	-$1.34M	2.15%	13
2023 Q4	$4.85M	Buy	64,637 +20,467	+46%	+$1.46M	3.12%	9
2023 Q3	$3.02M	Sell	44,170 -46,464	-51%	-$3.29M	2.61%	13
2023 Q2	$6.39M	Sell	90,634 -27,691	-23%	-$1.83M	4.88%	8
2023 Q1	$7.56M	Buy	+118,325	New	+$7.23M	5.62%	8

Other funds holding IVW

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

EWA LLC Pittsbugh, Pennsylvania $548M AUM 35% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return