HCMT
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Highland Capital Management (Tennessee)’s iShares S&P 500 Growth ETF IVW Stock Holding History

Highland Capital Management (Tennessee)’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 		$1.66M Sell
12,086
-44
-0.4% -$5.81K 0.08% 207
2026
Q1 		$1.37M Sell
12,130
-2,252
-16% -$271K 0.07% 210
2025
Q4 		$1.77M Sell
14,382
-36
-0.2% -$4.41K 0.09% 183
2025
Q3 		$1.74M Buy
14,418
+95
+0.7% +$10.9K 0.09% 194
2025
Q2 		$1.58M Sell
14,323
-182
-1% -$18K 0.09% 191
2025
Q1 		$1.35M Buy
14,505
+578
+4% +$58.3K 0.08% 195
2024
Q4 		$1.41M Buy
13,927
+732
+6% +$73K 0.08% 190
2024
Q3 		$1.26M Buy
13,195
+2,803
+27% +$259K 0.07% 215
2024
Q2 		$962K Sell
10,392
-216
-2% -$18.6K 0.06% 220
2024
Q1 		$896K Buy
10,608
+461
+5% +$37K 0.05% 241
2023
Q4 		$762K Buy
10,147
+6,622
+188% +$471K 0.05% 253
2023
Q3 		$241K Hold
3,525
– – 0.02% 311
2023
Q2 		$248K Hold
3,525
– – 0.02% 310
2023
Q1 		$225K Hold
3,525
– – 0.02% 265
2022
Q4 		$206K Hold
3,525
– – 0.01% 335
2022
Q3 		$204K Hold
3,525
– – 0.02% 312
2022
Q2 		$213K Sell
3,525
-75
-2% -$4.96K 0.02% 311
2022
Q1 		$275K Hold
3,600
– – 0.02% 308
2021
Q4 		$301K Hold
3,600
– – 0.02% 314
2021
Q3 		$266K Hold
3,600
– – 0.02% 314
2021
Q2 		$262K Sell
3,600
-220
-6% -$15.2K 0.02% 311
2021
Q1 		$249K Hold
3,820
– – 0.02% 317
2020
Q4 		$244K Hold
3,820
– – 0.02% 318
2020
Q3 		$221K Buy
+3,820
New +$216K 0.02% 297
2015
Q4 		– Sell
-3,400
Closed -$92K – 430
2015
Q3 		$92K Hold
3,400
– – 0.01% 332
2015
Q2 		$97K Buy
+3,400
New +$98.5K 0.01% 339

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

Highland Capital Management (Tennessee)'s IVW Position: Q2 2026 in Review

Highland Capital Management (Tennessee) reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.36% in Q2 2026, selling an estimated $5.81K and leaving 12,086 shares worth $1.66M. The position accounts for 0.08% of the portfolio, ranked #207.

Highland Capital Management (Tennessee) first reported a position in IVW in Q2 2015 and has held it in 26 quarters since. The position peaked at $1.77M in Q4 2025. 1,328 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Highland Capital Management (Tennessee) held 12,086 shares of iShares S&P 500 Growth ETF worth $1.66M as of Q2 2026.
  • Highland Capital Management (Tennessee) sold 44 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $5.81K.
  • iShares S&P 500 Growth ETF made up 0.08% of Highland Capital Management (Tennessee)'s portfolio in Q2 2026, its #207 holding.
  • Highland Capital Management (Tennessee) first reported a position in iShares S&P 500 Growth ETF in Q2 2015 and has held it in 26 quarters since.
  • Highland Capital Management (Tennessee)'s iShares S&P 500 Growth ETF position peaked at $1.77M in Q4 2025.
  • 1,328 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Highland Capital Management (Tennessee)'s 13F filing for Q2 2026, filed 21 Jul 2026.