Capital Square
IVW icon

Capital Square’s iShares S&P 500 Growth ETF IVW Stock Holding History

Capital Square’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
Q3 		$4.01M Buy
28,170
+401
+1% +$55.6K 1.77% 9
2026
Q2 		$3.85M Buy
27,769
+3,112
+13% +$411K 1.69% 9
2026
Q1 		$3.2M Buy
24,657
+3,305
+15% +$397K 1.48% 12
2025
Q4 		$2.63M Sell
21,352
-201
-0.9% -$24.6K 1.34% 17
2025
Q3 		$2.6M Buy
21,553
+4,427
+26% +$509K 1.33% 16
2025
Q2 		$1.9M Sell
17,126
-539
-3% -$53.3K 1.01% 25
2025
Q1 		$1.64M Buy
17,665
+792
+5% +$79.8K 0.96% 25
2024
Q4 		$1.79M Buy
16,873
+2,003
+13% +$200K 1.02% 24
2024
Q3 		$1.42M Buy
14,870
+339
+2% +$31.3K 0.86% 33
2024
Q2 		$1.36M Buy
14,531
+227
+2% +$19.6K 0.88% 34
2024
Q1 		$1.21M Buy
+14,304
New +$1.15M 0.85% 36
2023
Q3 		– Sell
-14,616
Closed -$1.03M – 113
2023
Q2 		$1.03M Buy
14,616
+111
+0.8% +$7.34K 0.95% 36
2023
Q1 		$930K Sell
14,505
-716
-5% -$43.8K 0.86% 38
2022
Q4 		$890K Hold
15,221
– – 0.8% 43
2022
Q3 		$880K Buy
15,221
+323
+2% +$21K 0.8% 39
2022
Q2 		$899K Buy
14,898
+560
+4% +$37.1K 0.75% 43
2022
Q1 		$1.1M Hold
14,338
– – 0.78% 39
2021
Q4 		$1.16M Sell
14,338
-356
-2% -$28.7K 0.8% 40
2021
Q3 		$1.1M Hold
14,694
– – 0.78% 44
2021
Q2 		$1.1M Hold
14,694
– – 0.81% 43
2021
Q1 		$1.01M Sell
14,694
-446
-3% -$28.8K 0.75% 41
2020
Q4 		$966K Hold
15,140
– – 0.81% 42
2020
Q3 		$874K Hold
15,140
– – 0.91% 33
2020
Q2 		$785K Hold
15,140
– – 0.84% 35
2020
Q1 		$625K Sell
15,140
-572
-4% -$27K 0.73% 37
2019
Q4 		$760K Buy
+15,712
New +$728K 0.72% 38

Other funds holding IVW

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Triad Wealth Partners
Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return
Encompass Wealth Advisors
Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Capital Square's IVW Position: Q3 2026 in Review

Capital Square increased its iShares S&P 500 Growth ETF (IVW) stake by 1.4% in Q3 2026, buying an estimated $55.6K and bringing the position to 28,170 shares worth $4.01M. The position accounts for 1.77% of the portfolio, ranked #9.

Capital Square first reported a position in IVW in Q4 2019 and has held it in 26 quarters since. 904 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Capital Square held 28,170 shares of iShares S&P 500 Growth ETF worth $4.01M as of Q3 2026.
  • Capital Square bought 401 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $55.6K.
  • iShares S&P 500 Growth ETF made up 1.77% of Capital Square's portfolio in Q3 2026, its #9 holding.
  • Capital Square first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • 904 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Capital Square's 13F filing for Q3 2026, filed 19 Oct 2026.