Black Cypress Capital Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Black Cypress Capital Management’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	$115K	Hold	839	–	–	0.08%	26
2026 Q1	$94.8K	Hold	839	–	–	0.07%	27
2025 Q4	$103K	Sell	839 -189	-18%	-$23.1K	0.07%	23
2025 Q3	$124K	Sell	1,028 -31	-3%	-$3.56K	0.09%	23
2025 Q2	$117K	Sell	1,059 -233	-18%	-$23.1K	0.1%	23
2025 Q1	$120K	Sell	1,292 -400	-24%	-$40.3K	0.11%	24
2024 Q4	$211K	Buy	1,692 +29	+2%	+$2.89K	0.18%	25
2024 Q3	$159K	Sell	1,663 -150	-8%	-$13.8K	0.14%	28
2024 Q2	$168K	Buy	1,813 +1	+0.1%	+$86	0.16%	27
2024 Q1	$153K	Buy	+1,812	New	+$146K	0.14%	27

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Black Cypress Capital Management's IVW Position: Q2 2026 in Review

Black Cypress Capital Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 839 shares worth $115K. The position accounts for 0.08% of the portfolio, ranked #26.

Black Cypress Capital Management first reported a position in IVW in Q1 2024 and has held it in 10 quarters since. The position peaked at $211K in Q4 2024. 2,138 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Black Cypress Capital Management held 839 shares of iShares S&P 500 Growth ETF worth $115K as of Q2 2026.
Black Cypress Capital Management left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.08% of Black Cypress Capital Management's portfolio in Q2 2026, its #26 holding.
Black Cypress Capital Management first reported a position in iShares S&P 500 Growth ETF in Q1 2024 and has held it in 10 quarters since.
Black Cypress Capital Management's iShares S&P 500 Growth ETF position peaked at $211K in Q4 2024.
2,138 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Black Cypress Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.