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

Capital Advisors Ltd’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 		$21.8M Buy
158,795
+2,155
+1% +$285K 2.2% 12
2026
Q1 		$17.7M Buy
156,640
+698
+0.4% +$83.9K 2.01% 13
2025
Q4 		$19.2M Sell
155,942
-126
-0.1% -$15.4K 2.17% 13
2025
Q3 		$18.8M Buy
156,068
+1,233
+0.8% +$142K 2.13% 14
2025
Q2 		$17M Sell
154,835
-295
-0.2% -$29.2K 2.1% 14
2025
Q1 		$14.4M Buy
155,130
+680
+0.4% +$68.6K 1.9% 15
2024
Q4 		$15.7M Buy
154,450
+2,265
+1% +$226K 1.98% 13
2024
Q3 		$14.6M Sell
152,185
-4,497
-3% -$415K 1.81% 14
2024
Q2 		$14.5M Buy
156,682
+591
+0.4% +$51K 1.88% 12
2024
Q1 		$13.2M Buy
156,091
+2,500
+2% +$201K 1.72% 15
2023
Q4 		$11.5M Sell
153,591
-281
-0.2% -$20K 1.62% 15
2023
Q3 		$10.5M Buy
153,872
+1,560
+1% +$110K 1.61% 15
2023
Q2 		$10.7M Buy
152,312
+1,001
+0.7% +$66.2K 1.6% 15
2023
Q1 		$9.67M Buy
151,311
+1,549
+1% +$94.7K 1.59% 15
2022
Q4 		$8.76M Buy
149,762
+2,191
+1% +$132K 1.52% 15
2022
Q3 		$8.54M Buy
147,571
+2,906
+2% +$189K 1.66% 14
2022
Q2 		$8.73M Buy
144,665
+1,863
+1% +$123K 1.64% 14
2022
Q1 		$10.9M Buy
142,802
+356
+0.2% +$26.7K 1.81% 14
2021
Q4 		$11.9M Buy
142,446
+826
+0.6% +$66.5K 1.92% 13
2021
Q3 		$10.5M Buy
141,620
+988
+0.7% +$75.3K 1.87% 14
2021
Q2 		$10.2M Buy
140,632
+7,194
+5% +$498K 1.84% 15
2021
Q1 		$8.69M Buy
133,438
+3,836
+3% +$248K 1.59% 15
2020
Q4 		$8.27M Buy
129,602
+1,742
+1% +$106K 1.83% 14
2020
Q3 		$7.39M Buy
127,860
+49,792
+64% +$2.82M 1.84% 12
2020
Q2 		$4.05M Sell
78,068
-47,360
-38% -$2.27M 1.07% 23
2020
Q1 		$5.17M Buy
125,428
+1,968
+2% +$93.1K 1.62% 14
2019
Q4 		$5.98M Buy
123,460
+11,100
+10% +$515K 1.52% 17
2019
Q3 		$4.63M Sell
112,360
-5,312
-5% -$240K 1.28% 18
2019
Q2 		$5.27M Sell
117,672
-17,564
-13% -$772K 1.49% 16
2019
Q1 		$5.83M Sell
135,236
-6,184
-4% -$253K 1.58% 16
2018
Q4 		$5.33M Buy
141,420
+11,340
+9% +$459K 1.57% 16
2018
Q3 		$5.76M Buy
130,080
+2,404
+2% +$103K 1.63% 16
2018
Q2 		$5.19M Sell
127,676
-172
-0.1% -$6.91K 1.62% 16
2018
Q1 		$4.96M Buy
127,848
+1,888
+1% +$75.3K 1.6% 15
2017
Q4 		$4.81M Buy
125,960
+1,652
+1% +$61.7K 1.59% 15
2017
Q3 		$4.46M Buy
124,308
+11,908
+11% +$419K 1.56% 18
2017
Q2 		$3.85M Buy
112,400
+2,800
+3% +$94.9K 1.41% 19
2017
Q1 		$3.6M Buy
109,600
+1,436
+1% +$46.1K 1.39% 19
2016
Q4 		$3.29M Buy
108,164
+21,384
+25% +$646K 1.36% 19
2016
Q3 		$2.64M Buy
86,780
+6,180
+8% +$187K 1.16% 20
2016
Q2 		$2.35M Buy
80,600
+5,248
+7% +$152K 1.1% 21
2016
Q1 		$2.18M Buy
75,352
+21,424
+40% +$589K 1.09% 20
2015
Q4 		$1.56M Buy
53,928
+10,800
+25% +$314K 0.81% 23
2015
Q3 		$1.16M Buy
43,128
+7,536
+21% +$214K 0.64% 32
2015
Q2 		$1.01M Buy
35,592
+172
+0.5% +$4.99K 0.52% 34
2015
Q1 		$1.01M Buy
35,420
+4,256
+14% +$121K 0.52% 34
2014
Q4 		$869K Buy
31,164
+6,888
+28% +$188K 0.47% 40
2014
Q3 		$648K Sell
24,276
-708
-3% -$18.9K 0.37% 44
2014
Q2 		$657K Buy
24,984
+2,732
+12% +$69.3K 0.37% 44
2014
Q1 		$555K Buy
22,252
+9,320
+72% +$230K 0.33% 46
2013
Q4 		$319K Buy
+12,932
New +$305K 0.21% 67

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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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

Capital Advisors Ltd's IVW Position: Q2 2026 in Review

Capital Advisors Ltd increased its iShares S&P 500 Growth ETF (IVW) stake by 1.4% in Q2 2026, buying an estimated $285K and bringing the position to 158,795 shares worth $21.8M. The position accounts for 2.2% of the portfolio, ranked #12.

Capital Advisors Ltd first reported a position in IVW in Q4 2013 and has held it in 51 quarters since. 425 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Capital Advisors Ltd held 158,795 shares of iShares S&P 500 Growth ETF worth $21.8M as of Q2 2026.
  • Capital Advisors Ltd bought 2,155 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $285K.
  • iShares S&P 500 Growth ETF made up 2.2% of Capital Advisors Ltd's portfolio in Q2 2026, its #12 holding.
  • Capital Advisors Ltd first reported a position in iShares S&P 500 Growth ETF in Q4 2013 and has held it in 51 quarters since.
  • 425 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.