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

Highview 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 Q1	$1.31M	Sell	11,595 -582	-5%	-$70K	0.48%	63
2025 Q4	$1.5M	Sell	12,177 -844	-6%	-$103K	0.53%	57
2025 Q3	$1.57M	Hold	13,021	–	–	0.58%	54
2025 Q2	$1.43M	Sell	13,021 -6,993	-35%	-$692K	0.55%	54
2025 Q1	$1.86M	Sell	20,014 -29,012	-59%	-$2.92M	0.78%	33
2024 Q4	$4.98M	Buy	49,026 +3,417	+7%	+$341K	1.91%	16
2024 Q3	$4.37M	Sell	45,609 -19,556	-30%	-$1.81M	1.77%	17
2024 Q2	$6.03M	Buy	65,165 +46,241	+244%	+$3.99M	2.51%	9
2024 Q1	$1.6M	Sell	18,924 -19	-0.1%	-$1.53K	0.72%	40
2023 Q4	$1.42M	Hold	18,943	–	–	0.76%	39
2023 Q3	$1.3M	Buy	18,943 +700	+4%	+$49.5K	0.74%	41
2023 Q2	$1.29M	Sell	18,243 -326	-2%	-$21.6K	0.69%	47
2023 Q1	$1.19M	Hold	18,569	–	–	0.69%	42
2022 Q4	$1.09M	Buy	18,569 +11,341	+157%	+$681K	0.66%	43
2022 Q3	$418K	Sell	7,228 -2,468	-25%	-$160K	0.31%	66
2022 Q2	$585K	Sell	9,696 -49	-0.5%	-$3.24K	0.45%	58
2022 Q1	$744K	Buy	9,745 +4,987	+105%	+$375K	0.48%	62
2021 Q4	$398K	Buy	+4,758	New	+$383K	0.26%	83

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Highview Capital Management's IVW Position: Q1 2026 in Review

Highview Capital Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 4.8% in Q1 2026, selling an estimated $70K and leaving 11,595 shares worth $1.31M. The position accounts for 0.48% of the portfolio, ranked #63.

Highview Capital Management first reported a position in IVW in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.03M in Q2 2024. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Highview Capital Management held 11,595 shares of iShares S&P 500 Growth ETF worth $1.31M as of Q1 2026.
Highview Capital Management sold 582 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $70K.
iShares S&P 500 Growth ETF made up 0.48% of Highview Capital Management's portfolio in Q1 2026, its #63 holding.
Highview Capital Management first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 18 quarters since.
Highview Capital Management's iShares S&P 500 Growth ETF position peaked at $6.03M in Q2 2024.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Highview Capital Management's 13F filing for Q1 2026, filed 8 May 2026.