Capital Group Private Client Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

Capital Group Private Client Services’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 Q1	$816K	Sell	7,212 -324	-4%	-$39K	0.01%	194
2025 Q4	$929K	Sell	7,536 -130	-2%	-$15.9K	0.01%	204
2025 Q3	$925K	Buy	7,666 +9	+0.1%	+$1.03K	0.02%	210
2025 Q2	$843K	Buy	7,657 +9	+0.1%	+$891	0.01%	239
2025 Q1	$710K	Buy	7,648 +2,712	+55%	+$273K	0.01%	242
2024 Q4	$501K	Hold	4,936	–	–	﹤0.01%	245
2024 Q3	$473K	Hold	4,936	–	–	﹤0.01%	245
2024 Q2	$457K	Hold	4,936	–	–	﹤0.01%	247
2024 Q1	$417K	Hold	4,936	–	–	﹤0.01%	242
2023 Q4	$371K	Hold	4,936	–	–	﹤0.01%	238
2023 Q3	$338K	Sell	4,936 -3,539	-42%	-$250K	﹤0.01%	228
2023 Q2	$597K	Sell	8,475 -14	-0.2%	-$926	0.01%	210
2023 Q1	$542K	Buy	8,489 +11	+0.1%	+$672	0.01%	213
2022 Q4	$496K	Buy	8,478 +964	+13%	+$57.9K	0.01%	214
2022 Q3	$435K	Hold	7,514	–	–	0.01%	213
2022 Q2	$453K	Sell	7,514 -1,188	-14%	-$78.6K	0.01%	210
2022 Q1	$665K	Sell	8,702 -202	-2%	-$15.2K	0.01%	208
2021 Q4	$745K	Sell	8,904 -55	-0.6%	-$4.43K	0.01%	192
2021 Q3	$662K	Buy	+8,959	New	+$683K	0.01%	190

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Capital Group Private Client Services's IVW Position: Q1 2026 in Review

Capital Group Private Client Services reduced its iShares S&P 500 Growth ETF (IVW) stake by 4.3% in Q1 2026, selling an estimated $39K and leaving 7,212 shares worth $816K. The position accounts for 0.01% of the portfolio, ranked #194.

Capital Group Private Client Services first reported a position in IVW in Q3 2021 and has held it in 19 quarters since. The position peaked at $929K in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Capital Group Private Client Services held 7,212 shares of iShares S&P 500 Growth ETF worth $816K as of Q1 2026.
Capital Group Private Client Services sold 324 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $39K.
iShares S&P 500 Growth ETF made up 0.01% of Capital Group Private Client Services's portfolio in Q1 2026, its #194 holding.
Capital Group Private Client Services first reported a position in iShares S&P 500 Growth ETF in Q3 2021 and has held it in 19 quarters since.
Capital Group Private Client Services's iShares S&P 500 Growth ETF position peaked at $929K 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 Group Private Client Services's 13F filing for Q1 2026, filed 13 May 2026.