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: Q1 2026 in Review
Capital Asset Management increased its iShares S&P 500 Growth ETF (IVW) stake by 3.5% in Q1 2026, buying an estimated $119K and bringing the position to 29,506 shares worth $3.34M. The position accounts for 3.76% of the portfolio, ranked #6.
Capital Asset Management first reported a position in IVW in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.59M in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.
- Capital Asset Management held 29,506 shares of iShares S&P 500 Growth ETF worth $3.34M as of Q1 2026.
- Capital Asset Management bought 986 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $119K.
- iShares S&P 500 Growth ETF made up 3.76% of Capital Asset Management's portfolio in Q1 2026, its #6 holding.
- Capital Asset Management first reported a position in iShares S&P 500 Growth ETF in Q4 2025 and has held it in 2 quarters since.
- Capital Asset Management's iShares S&P 500 Growth ETF position peaked at $3.59M in Q4 2025.
- 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.
Based on Capital Asset Management's 13F filing for Q1 2026, filed 14 Apr 2026.