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

Bulwark 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 Q3	$149K	Hold	1,044	–	–	0.08%	64
2026 Q2	$144K	Hold	1,044	–	–	0.08%	60
2026 Q1	$118K	Hold	1,044	–	–	0.07%	59
2025 Q4	$129K	Hold	1,044	–	–	0.09%	57
2025 Q3	$126K	Hold	1,044	–	–	0.1%	58
2025 Q2	$115K	Buy	+1,044	New	+$103K	0.1%	55

Other funds holding IVW

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Bulwark Capital's IVW Position: Q3 2026 in Review

Bulwark Capital held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2026 at 1,044 shares worth $149K. The position accounts for 0.08% of the portfolio, ranked #64.

Bulwark Capital first reported a position in IVW in Q2 2025 and has held it in 6 quarters since. 1,789 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Bulwark Capital held 1,044 shares of iShares S&P 500 Growth ETF worth $149K as of Q3 2026.
Bulwark Capital left its iShares S&P 500 Growth ETF share count unchanged in Q3 2026.
iShares S&P 500 Growth ETF made up 0.08% of Bulwark Capital's portfolio in Q3 2026, its #64 holding.
Bulwark Capital first reported a position in iShares S&P 500 Growth ETF in Q2 2025 and has held it in 6 quarters since.
1,789 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Bulwark Capital's 13F filing for Q3 2026, filed 13 Oct 2026.