CPL
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Capital & Planning LLC’s iShares S&P 500 Growth ETF IVW Stock Holding History

Capital & Planning LLC’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 		$6.3K Buy
+56
New +$6.74K ﹤0.01% 114
2025
Q1 		– Sell
-55
Closed -$5.63K – 106
2024
Q4 		$5.63K Buy
+55
New +$5.49K ﹤0.01% 116

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Capital & Planning LLC's IVW Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in iShares S&P 500 Growth ETF (IVW) in Q1 2026: 56 shares worth $6.3K. The stake represents ﹤0.01% of the portfolio and ranks #114 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in IVW as recently as Q4 2024.

Capital & Planning LLC first reported a position in IVW in Q4 2024 and has held it in 2 quarters since. 2,048 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Capital & Planning LLC held 56 shares of iShares S&P 500 Growth ETF worth $6.3K as of Q1 2026.
  • iShares S&P 500 Growth ETF was a new Capital & Planning LLC position in Q1 2026.
  • iShares S&P 500 Growth ETF made up ﹤0.01% of Capital & Planning LLC's portfolio in Q1 2026, its #114 holding.
  • Capital & Planning LLC first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 2 quarters since.
  • 2,048 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.