CA
IVW icon

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

Capital Advantage’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 		$4.43M Buy
32,210
+2,377
+8% +$314K 0.54% 35
2026
Q1 		$3.37M Buy
29,833
+4,335
+17% +$521K 0.44% 39
2025
Q4 		$3.14M Buy
25,498
+7,396
+41% +$905K 0.42% 38
2025
Q3 		$2.19M Buy
18,102
+6,409
+55% +$737K 0.33% 45
2025
Q2 		$1.29M Sell
11,693
-34,492
-75% -$3.41M 0.2% 51
2025
Q1 		$4.69M Hold
46,185
– – 0.85% 25
2024
Q4 		$4.69M Buy
46,185
+3,302
+8% +$329K 0.85% 25
2024
Q3 		$4.11M Buy
42,883
+11,702
+38% +$1.08M 0.79% 26
2024
Q2 		$2.99M Buy
31,181
+6,992
+29% +$603K 0.61% 28
2024
Q1 		$2.05M Buy
+24,189
New +$1.94M 0.42% 31

Other funds holding IVW

LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
EL
EWA LLC Pittsbugh, Pennsylvania $548M AUM 35.14% 1-Year Est. Return

Capital Advantage's IVW Position: Q2 2026 in Review

Capital Advantage increased its iShares S&P 500 Growth ETF (IVW) stake by 8% in Q2 2026, buying an estimated $314K and bringing the position to 32,210 shares worth $4.43M. The position accounts for 0.54% of the portfolio, ranked #35.

Capital Advantage first reported a position in IVW in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.69M in Q1 2025. 405 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Capital Advantage held 32,210 shares of iShares S&P 500 Growth ETF worth $4.43M as of Q2 2026.
  • Capital Advantage bought 2,377 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $314K.
  • iShares S&P 500 Growth ETF made up 0.54% of Capital Advantage's portfolio in Q2 2026, its #35 holding.
  • Capital Advantage first reported a position in iShares S&P 500 Growth ETF in Q1 2024 and has held it in 10 quarters since.
  • Capital Advantage's iShares S&P 500 Growth ETF position peaked at $4.69M in Q1 2025.
  • 405 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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