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

Greenwood Capital Associates’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 		$297K Hold
2,160
– – 0.03% 268
2026
Q1 		$244K Hold
2,160
– – 0.03% 280
2025
Q4 		$266K Hold
2,160
– – 0.03% 248
2025
Q3 		$261K Hold
2,160
– – 0.03% 247
2025
Q2 		$238K Hold
2,160
– – 0.03% 238
2025
Q1 		$201K Hold
2,160
– – 0.03% 229
2024
Q4 		$219K Hold
2,160
– – 0.03% 234
2024
Q3 		$207K Buy
+2,160
New +$199K 0.03% 232

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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Greenwood Capital Associates's IVW Position: Q2 2026 in Review

Greenwood Capital Associates held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 2,160 shares worth $297K. The position accounts for 0.03% of the portfolio, ranked #268.

Greenwood Capital Associates first reported a position in IVW in Q3 2024 and has held it in 8 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Greenwood Capital Associates held 2,160 shares of iShares S&P 500 Growth ETF worth $297K as of Q2 2026.
  • Greenwood Capital Associates left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Growth ETF made up 0.03% of Greenwood Capital Associates's portfolio in Q2 2026, its #268 holding.
  • Greenwood Capital Associates first reported a position in iShares S&P 500 Growth ETF in Q3 2024 and has held it in 8 quarters since.
  • 2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Greenwood Capital Associates's 13F filing for Q2 2026, filed 28 Jul 2026.