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 Q2	$992K	Buy	7,216 +4	+0.1%	+$528	0.01%	200
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 $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 Group Private Client Services's IVW Position: Q2 2026 in Review

Capital Group Private Client Services increased its iShares S&P 500 Growth ETF (IVW) stake by 0.06% in Q2 2026, buying an estimated $528 and bringing the position to 7,216 shares worth $992K. The position accounts for 0.01% of the portfolio, ranked #200.

Capital Group Private Client Services first reported a position in IVW in Q3 2021 and has held it in 20 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Capital Group Private Client Services held 7,216 shares of iShares S&P 500 Growth ETF worth $992K as of Q2 2026.
Capital Group Private Client Services bought 4 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $528.
iShares S&P 500 Growth ETF made up 0.01% of Capital Group Private Client Services's portfolio in Q2 2026, its #200 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 20 quarters since.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Capital Group Private Client Services's 13F filing for Q2 2026, filed 12 Aug 2026.