CSF
IVW icon

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

Capital Squared Financial’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 		$643K Buy
4,672
+4
+0.1% +$528 0.42% 52
2026
Q1 		$528K Buy
4,668
+29
+0.6% +$3.49K 0.4% 51
2025
Q4 		$572K Buy
4,639
+37
+0.8% +$4.53K 0.45% 51
2025
Q3 		$556K Buy
4,602
+169
+4% +$19.4K 0.48% 50
2025
Q2 		$488K Buy
+4,433
New +$439K 0.57% 40

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
SIA
Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 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

Capital Squared Financial's IVW Position: Q2 2026 in Review

Capital Squared Financial increased its iShares S&P 500 Growth ETF (IVW) stake by 0.09% in Q2 2026, buying an estimated $528 and bringing the position to 4,672 shares worth $643K. The position accounts for 0.42% of the portfolio, ranked #52.

Capital Squared Financial first reported a position in IVW in Q2 2025 and has held it in 5 quarters since. 714 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Capital Squared Financial held 4,672 shares of iShares S&P 500 Growth ETF worth $643K as of Q2 2026.
  • Capital Squared Financial bought 4 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $528.
  • iShares S&P 500 Growth ETF made up 0.42% of Capital Squared Financial's portfolio in Q2 2026, its #52 holding.
  • Capital Squared Financial first reported a position in iShares S&P 500 Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 714 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Capital Squared Financial's 13F filing for Q2 2026, filed 22 Jul 2026.