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

Capital Advisors 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
2026 Q2	$239K	Sell	1,735 -328	-16%	-$43.3K	0.03%	211
2026 Q1	$233K	Buy	2,063 +30	+1%	+$3.61K	0.03%	198
2025 Q4	$251K	Sell	2,033 -394	-16%	-$48.2K	0.03%	193
2025 Q3	$293K	Buy	2,427 +1	+0%	+$115	0.04%	172
2025 Q2	$267K	Sell	2,426 -86	-3%	-$8.51K	0.04%	164
2025 Q1	$233K	Buy	+2,512	New	+$253K	0.04%	163

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Capital Advisors Wealth Management's IVW Position: Q2 2026 in Review

Capital Advisors Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 16% in Q2 2026, selling an estimated $43.3K and leaving 1,735 shares worth $239K. The position accounts for 0.03% of the portfolio, ranked #211.

Capital Advisors Wealth Management first reported a position in IVW in Q1 2025 and has held it in 6 quarters since. The position peaked at $293K in Q3 2025. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Capital Advisors Wealth Management held 1,735 shares of iShares S&P 500 Growth ETF worth $239K as of Q2 2026.
Capital Advisors Wealth Management sold 328 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $43.3K.
iShares S&P 500 Growth ETF made up 0.03% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #211 holding.
Capital Advisors Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q1 2025 and has held it in 6 quarters since.
Capital Advisors Wealth Management's iShares S&P 500 Growth ETF position peaked at $293K in Q3 2025.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.