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

Coign Capital 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	$3.82M	Buy	27,806 +799	+3%	+$106K	1.72%	18
2026 Q1	$3.05M	Buy	27,007 +1,177	+5%	+$142K	1.61%	17
2025 Q4	$3.18M	Buy	25,830 +544	+2%	+$66.6K	1.67%	16
2025 Q3	$3.05M	Sell	25,286 -115	-0.5%	-$13.2K	1.68%	16
2025 Q2	$2.8M	Buy	25,401 +1,485	+6%	+$147K	1.89%	13
2025 Q1	$2.22M	Buy	23,916 +1,612	+7%	+$163K	1.71%	14
2024 Q4	$2.26M	Buy	+22,304	New	+$2.23M	2.09%	11

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

Coign Capital Advisors's IVW Position: Q2 2026 in Review

Coign Capital Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 3% in Q2 2026, buying an estimated $106K and bringing the position to 27,806 shares worth $3.82M. The position accounts for 1.72% of the portfolio, ranked #18.

Coign Capital Advisors first reported a position in IVW in Q4 2024 and has held it in 7 quarters since. 2,133 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Coign Capital Advisors held 27,806 shares of iShares S&P 500 Growth ETF worth $3.82M as of Q2 2026.
Coign Capital Advisors bought 799 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $106K.
iShares S&P 500 Growth ETF made up 1.72% of Coign Capital Advisors's portfolio in Q2 2026, its #18 holding.
Coign Capital Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
2,133 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Coign Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.