CAWM
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Capital A Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Capital A Wealth 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
2025
Q2 		$17.7K Sell
235
-9,406
-98% -$931K 0.2% 149
2025
Q1 		$895K Sell
9,641
-22,614
-70% -$2.28M 0.94% 17
2024
Q4 		$3.27M Buy
+32,255
New +$3.22M 5.44% 2

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Capital A Wealth Management's IVW Position: Q2 2025 in Review

Capital A Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 98% in Q2 2025, selling an estimated $931K and leaving 235 shares worth $17.7K. The position accounts for 0.2% of the portfolio, ranked #149.

Capital A Wealth Management first reported a position in IVW in Q4 2024 and has held it in 3 quarters since. The position peaked at $3.27M in Q4 2024. 1,882 funds tracked by Wall St. Rank hold IVW as of Q2 2025.

  • Capital A Wealth Management held 235 shares of iShares S&P 500 Growth ETF worth $17.7K as of Q2 2025.
  • Capital A Wealth Management sold 9,406 iShares S&P 500 Growth ETF shares in Q2 2025, an estimated $931K.
  • iShares S&P 500 Growth ETF made up 0.2% of Capital A Wealth Management's portfolio in Q2 2025, its #149 holding.
  • Capital A Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 3 quarters since.
  • Capital A Wealth Management's iShares S&P 500 Growth ETF position peaked at $3.27M in Q4 2024.
  • 1,882 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.