Aspire Private Capital’s iShares S&P 500 Growth ETF IVW Stock Holding History

Aspire Private Capital’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	$2.1M	Sell	15,287 -930	-6%	-$123K	0.43%	53
2026 Q1	$1.83M	Buy	16,217 +665	+4%	+$80K	0.41%	52
2025 Q4	$1.92M	Sell	15,552 -2,795	-15%	-$342K	0.43%	50
2025 Q3	$2.21M	Sell	18,347 -1,377	-7%	-$158K	0.49%	49
2025 Q2	$2.17M	Sell	19,724 -1,009	-5%	-$99.9K	0.5%	47
2025 Q1	$1.92M	Buy	20,733 +3,480	+20%	+$351K	0.48%	46
2024 Q4	$1.75M	Sell	17,253 -361	-2%	-$36K	0.43%	50
2024 Q3	$1.69M	Buy	17,614 +180	+1%	+$16.6K	0.4%	47
2024 Q2	$1.61M	Buy	17,434 +7,132	+69%	+$615K	0.42%	43
2024 Q1	$870K	Buy	10,302 +5,725	+125%	+$460K	0.23%	75
2023 Q4	$344K	Buy	4,577 +1,522	+50%	+$108K	0.1%	114
2023 Q3	$209K	Buy	3,055 +2,816	+1,178%	+$199K	0.07%	124
2023 Q2	$16.8K	Buy	+239	New	+$15.8K	0.01%	317
2019 Q2	–	Sell	-836	Closed	-$36K	–	579
2019 Q1	$36K	Sell	836 -1,664	-67%	-$68.2K	0.02%	246
2018 Q4	$94K	Buy	+2,500	New	+$101K	0.05%	158

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Aspire Private Capital's IVW Position: Q2 2026 in Review

Aspire Private Capital reduced its iShares S&P 500 Growth ETF (IVW) stake by 5.7% in Q2 2026, selling an estimated $123K and leaving 15,287 shares worth $2.1M. The position accounts for 0.43% of the portfolio, ranked #53.

Aspire Private Capital first reported a position in IVW in Q4 2018 and has held it in 15 quarters since. The position peaked at $2.21M in Q3 2025. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Aspire Private Capital held 15,287 shares of iShares S&P 500 Growth ETF worth $2.1M as of Q2 2026.
Aspire Private Capital sold 930 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $123K.
iShares S&P 500 Growth ETF made up 0.43% of Aspire Private Capital's portfolio in Q2 2026, its #53 holding.
Aspire Private Capital first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 15 quarters since.
Aspire Private Capital's iShares S&P 500 Growth ETF position peaked at $2.21M in Q3 2025.
2,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Aspire Private Capital's 13F filing for Q2 2026, filed 15 Jul 2026.