CMAI
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Capital Management Associates Inc’s iShares S&P 500 Growth ETF IVW Stock Holding History

Capital Management Associates Inc’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 		$321K Buy
2,331
+2
+0.1% +$264 0.06% 130
2026
Q1 		$263K Buy
2,329
+2
+0.1% +$241 0.06% 131
2025
Q4 		$287K Buy
2,327
+3
+0.1% +$367 0.06% 128
2025
Q3 		$281K Buy
2,324
+2
+0.1% +$230 0.08% 114
2025
Q2 		$256K Sell
2,322
-2,316
-50% -$229K 0.08% 101
2025
Q1 		$431K Buy
4,638
+2,322
+100% +$234K 0.1% 84
2024
Q4 		$235K Buy
2,316
+3
+0.1% +$299 0.09% 93
2024
Q3 		$221K Buy
+2,313
New +$214K 0.09% 92
2024
Q1 		– Hold
0
– – – 81

Other funds holding IVW

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
EWA
Encompass Wealth Advisors Portland, Oregon $328M AUM 26.97% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Capital Management Associates Inc's IVW Position: Q2 2026 in Review

Capital Management Associates Inc increased its iShares S&P 500 Growth ETF (IVW) stake by 0.09% in Q2 2026, buying an estimated $264 and bringing the position to 2,331 shares worth $321K. The position accounts for 0.06% of the portfolio, ranked #130.

Capital Management Associates Inc first reported a position in IVW in Q3 2024 and has held it in 8 quarters since. The position peaked at $431K in Q1 2025. 620 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Capital Management Associates Inc held 2,331 shares of iShares S&P 500 Growth ETF worth $321K as of Q2 2026.
  • Capital Management Associates Inc bought 2 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $264.
  • iShares S&P 500 Growth ETF made up 0.06% of Capital Management Associates Inc's portfolio in Q2 2026, its #130 holding.
  • Capital Management Associates Inc first reported a position in iShares S&P 500 Growth ETF in Q3 2024 and has held it in 8 quarters since.
  • Capital Management Associates Inc's iShares S&P 500 Growth ETF position peaked at $431K in Q1 2025.
  • 620 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Capital Management Associates Inc's 13F filing for Q2 2026, filed 22 Jul 2026.