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 Q2	$1.55M	Sell	11,252 -343	-3%	-$45.3K	0.45%	59
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 $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Highview Capital Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 3% in Q2 2026, selling an estimated $45.3K and leaving 11,252 shares worth $1.55M. The position accounts for 0.45% of the portfolio, ranked #59.

Highview Capital Management first reported a position in IVW in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.03M in Q2 2024. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Highview Capital Management held 11,252 shares of iShares S&P 500 Growth ETF worth $1.55M as of Q2 2026.
Highview Capital Management sold 343 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $45.3K.
iShares S&P 500 Growth ETF made up 0.45% of Highview Capital Management's portfolio in Q2 2026, its #59 holding.
Highview Capital Management first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 19 quarters since.
Highview Capital Management's iShares S&P 500 Growth ETF position peaked at $6.03M in Q2 2024.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Highview Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.