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 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

CWM

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Bulwark Capital's IVW Position: Q2 2026 in Review

Bulwark Capital held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 1,044 shares worth $144K. The position accounts for 0.08% of the portfolio, ranked #60.

Bulwark Capital first reported a position in IVW in Q2 2025 and has held it in 5 quarters since. 1,181 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Bulwark Capital held 1,044 shares of iShares S&P 500 Growth ETF worth $144K as of Q2 2026.
Bulwark Capital 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 Bulwark Capital's portfolio in Q2 2026, its #60 holding.
Bulwark Capital first reported a position in iShares S&P 500 Growth ETF in Q2 2025 and has held it in 5 quarters since.
1,181 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Bulwark Capital's 13F filing for Q2 2026, filed 6 Jul 2026.