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

Hicks Capital Management’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	$2.78M	Hold	20,244	–	–	2.28%	11
2026 Q2	$2.78M	Sell	20,244 -4	-0%	-$528	2.28%	11
2026 Q1	$2.29M	Hold	20,248	–	–	2.29%	10
2025 Q4	$2.5M	Sell	20,248 -6	-0%	-$734	2.51%	10
2025 Q3	$2.45M	Buy	20,254 +1	+0%	+$115	4%	9
2025 Q2	$2.23M	Sell	20,253 -50	-0.2%	-$4.95K	3.53%	6
2025 Q1	$1.88M	Buy	+20,303	New	+$2.05M	2.5%	11

Other funds holding IVW

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Hicks Capital Management's IVW Position: Q3 2026 in Review

Hicks Capital Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2026 at 20,244 shares worth $2.78M. The position accounts for 2.28% of the portfolio, ranked #11.

Hicks Capital Management first reported a position in IVW in Q1 2025 and has held it in 7 quarters since. 1,407 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Hicks Capital Management held 20,244 shares of iShares S&P 500 Growth ETF worth $2.78M as of Q3 2026.
Hicks Capital Management left its iShares S&P 500 Growth ETF share count unchanged in Q3 2026.
iShares S&P 500 Growth ETF made up 2.28% of Hicks Capital Management's portfolio in Q3 2026, its #11 holding.
Hicks Capital Management first reported a position in iShares S&P 500 Growth ETF in Q1 2025 and has held it in 7 quarters since.
1,407 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Hicks Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.