Capital Asset Management’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
Other funds holding IVW
Capital Asset Management's IVW Position: Q2 2026 in Review
Capital Asset Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 87% in Q2 2026, selling an estimated $3.4M and leaving 3,769 shares worth $518K. The position accounts for 1.17% of the portfolio, ranked #22.
Capital Asset Management first reported a position in IVW in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.59M in Q4 2025. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.
- Capital Asset Management held 3,769 shares of iShares S&P 500 Growth ETF worth $518K as of Q2 2026.
- Capital Asset Management sold 25,737 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $3.4M.
- iShares S&P 500 Growth ETF made up 1.17% of Capital Asset Management's portfolio in Q2 2026, its #22 holding.
- Capital Asset Management first reported a position in iShares S&P 500 Growth ETF in Q4 2025 and has held it in 3 quarters since.
- Capital Asset Management's iShares S&P 500 Growth ETF position peaked at $3.59M in Q4 2025.
- 2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.
Based on Capital Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.