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Wealth Alliance’s iShares S&P 500 Growth ETF IVW Stock Holding History

Wealth Alliance’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 		$44.1M Buy
320,489
+102,621
+47% +$13.6M 3.69% 4
2026
Q1 		$24.6M Sell
217,868
-13,932
-6% -$1.68M 2.43% 6
2025
Q4 		$28.6M Buy
231,800
+15,844
+7% +$1.94M 2.8% 5
2025
Q3 		$26.1M Sell
215,956
-7,026
-3% -$808K 2.68% 5
2025
Q2 		$24.6M Buy
222,982
+29,761
+15% +$2.95M 2.74% 3
2025
Q1 		$17.9M Sell
193,221
-38,721
-17% -$3.9M 2.17% 6
2024
Q4 		$23.5M Sell
231,942
-4,739
-2% -$473K 2.82% 3
2024
Q3 		$22.7M Sell
236,681
-23,182
-9% -$2.14M 2.71% 4
2024
Q2 		$24M Buy
259,863
+79,975
+44% +$6.89M 3.11% 3
2024
Q1 		$15.2M Buy
179,888
+72,715
+68% +$5.84M 1.99% 6
2023
Q4 		$8.05M Buy
107,173
+979
+0.9% +$69.7K 1.13% 9
2023
Q3 		$7.27M Buy
106,194
+29,788
+39% +$2.11M 1.15% 12
2023
Q2 		$5.39M Buy
76,406
+72,233
+1,731% +$4.78M 0.81% 16
2023
Q1 		$267K Buy
4,173
+186
+5% +$11.4K 0.04% 398
2022
Q4 		$233K Sell
3,987
-227
-5% -$13.6K 0.04% 426
2022
Q3 		$244K Buy
4,214
+7
+0.2% +$455 0.05% 377
2022
Q2 		$254K Sell
4,207
-1,166
-22% -$77.2K 0.05% 368
2022
Q1 		$410K Sell
5,373
-72,304
-93% -$5.43M 0.08% 261
2021
Q4 		$6.5M Buy
77,677
+6,781
+10% +$546K 1.31% 11
2021
Q3 		$5.24M Sell
70,896
-3,385
-5% -$258K 1.18% 13
2021
Q2 		$5.4M Buy
74,281
+3,472
+5% +$240K 1.27% 11
2021
Q1 		$4.61M Sell
70,809
-2,845
-4% -$184K 1.29% 11
2020
Q4 		$4.7M Sell
73,654
-4,010
-5% -$243K 1.39% 8
2020
Q3 		$4.49M Sell
77,664
-5,756
-7% -$326K 1.61% 6
2020
Q2 		$4.33M Buy
83,420
+65,036
+354% +$3.12M 1.71% 7
2020
Q1 		$759K Sell
18,384
-46,816
-72% -$2.21M 0.41% 68
2019
Q4 		$3.16M Buy
+65,200
New +$3.02M 2.24% 10

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

Wealth Alliance's IVW Position: Q2 2026 in Review

Wealth Alliance increased its iShares S&P 500 Growth ETF (IVW) stake by 47% in Q2 2026, buying an estimated $13.6M and bringing the position to 320,489 shares worth $44.1M. The position accounts for 3.69% of the portfolio, ranked #4.

Wealth Alliance first reported a position in IVW in Q4 2019 and has held it in 27 quarters since. 2,136 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Wealth Alliance held 320,489 shares of iShares S&P 500 Growth ETF worth $44.1M as of Q2 2026.
  • Wealth Alliance bought 102,621 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $13.6M.
  • iShares S&P 500 Growth ETF made up 3.69% of Wealth Alliance's portfolio in Q2 2026, its #4 holding.
  • Wealth Alliance first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,136 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.