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 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Hicks Capital Management's IVW Position: Q2 2026 in Review

Hicks Capital Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.02% in Q2 2026, selling an estimated $528 and leaving 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 6 quarters since. 1,498 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Hicks Capital Management held 20,244 shares of iShares S&P 500 Growth ETF worth $2.78M as of Q2 2026.
Hicks Capital Management sold 4 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $528.
iShares S&P 500 Growth ETF made up 2.28% of Hicks Capital Management's portfolio in Q2 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 6 quarters since.
1,498 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Hicks Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.