Capstone Financial Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Capstone Financial Advisors’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	$236K	Buy	+1,719	New	+$227K	0.01%	166
2026 Q1	–	Sell	-1,716	Closed	-$212K	–	198
2025 Q4	$212K	Sell	1,716 -40	-2%	-$4.9K	0.01%	167
2025 Q3	$212K	Sell	1,756 -202	-10%	-$23.2K	0.01%	167
2025 Q2	$216K	Buy	+1,958	New	+$194K	0.01%	151
2018 Q2	–	Sell	-6,504	Closed	-$252K	–	89
2018 Q1	$252K	Buy	+6,504	New	+$259K	0.08%	60

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

Capstone Financial Advisors's IVW Position: Q2 2026 in Review

Capstone Financial Advisors opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 1,719 shares worth $236K. The stake represents 0.01% of the portfolio and ranks #166 among its holdings. This is a return to the name: Capstone Financial Advisors previously reported a position in IVW as recently as Q4 2025.

Capstone Financial Advisors first reported a position in IVW in Q1 2018 and has held it in 5 quarters since. The position peaked at $252K in Q1 2018. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Capstone Financial Advisors held 1,719 shares of iShares S&P 500 Growth ETF worth $236K as of Q2 2026.
iShares S&P 500 Growth ETF was a new Capstone Financial Advisors position in Q2 2026.
iShares S&P 500 Growth ETF made up 0.01% of Capstone Financial Advisors's portfolio in Q2 2026, its #166 holding.
Capstone Financial Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2018 and has held it in 5 quarters since.
Capstone Financial Advisors's iShares S&P 500 Growth ETF position peaked at $252K in Q1 2018.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Capstone Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.