17 Capital Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

17 Capital Partners’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	$3.47M	Buy	30,678 +8,152	+36%	+$980K	1.79%	5
2025 Q4	$2.78M	Sell	22,526 -8,334	-27%	-$1.02M	1.43%	10
2025 Q3	$3.73M	Buy	30,860 +735	+2%	+$84.5K	2.03%	4
2025 Q2	$3.32M	Sell	30,125 -9,069	-23%	-$898K	1.91%	4
2025 Q1	$3.64M	Buy	39,194 +2,015	+5%	+$203K	2.34%	2
2024 Q4	$3.77M	Buy	37,179 +2,333	+7%	+$233K	2.39%	4
2024 Q3	$3.34M	Buy	34,846 +786	+2%	+$72.6K	2.17%	3
2024 Q2	$3.15M	Buy	34,060 +1,338	+4%	+$115K	2.24%	4
2024 Q1	$2.76M	Buy	32,722 +10,379	+46%	+$834K	2.04%	4
2023 Q4	$1.68M	Buy	+22,343	New	+$1.59M	1.54%	14
2022 Q3	$1.07M	Sell	18,462 -165	-0.9%	-$10.7K	1.46%	28
2022 Q2	$1.12M	Buy	18,627 +1,462	+9%	+$96.8K	1.42%	29
2022 Q1	$1.31M	Buy	17,165 +25	+0.1%	+$1.88K	1.37%	27
2021 Q4	$1.43M	Buy	17,140 +1,073	+7%	+$86.4K	1.31%	24
2021 Q3	$1.19M	Buy	16,067 +1,594	+11%	+$122K	1.12%	36
2021 Q2	$1.05M	Buy	+14,473	New	+$1M	0.98%	36

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

17 Capital Partners's IVW Position: Q1 2026 in Review

17 Capital Partners increased its iShares S&P 500 Growth ETF (IVW) stake by 36% in Q1 2026, buying an estimated $980K and bringing the position to 30,678 shares worth $3.47M. The position accounts for 1.79% of the portfolio, ranked #5.

17 Capital Partners first reported a position in IVW in Q2 2021 and has held it in 16 quarters since. The position peaked at $3.77M in Q4 2024. 2,041 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

17 Capital Partners held 30,678 shares of iShares S&P 500 Growth ETF worth $3.47M as of Q1 2026.
17 Capital Partners bought 8,152 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $980K.
iShares S&P 500 Growth ETF made up 1.79% of 17 Capital Partners's portfolio in Q1 2026, its #5 holding.
17 Capital Partners first reported a position in iShares S&P 500 Growth ETF in Q2 2021 and has held it in 16 quarters since.
17 Capital Partners's iShares S&P 500 Growth ETF position peaked at $3.77M in Q4 2024.
2,041 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on 17 Capital Partners's 13F filing for Q1 2026, filed 13 May 2026.