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

Howard Capital Management Group’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	$1.88M	Sell	13,700 -50	-0.4%	-$6.6K	0.12%	44
2026 Q1	$1.56M	Sell	13,750 -1,050	-7%	-$126K	0.1%	48
2025 Q4	$1.82M	Sell	14,800 -50	-0.3%	-$6.12K	0.12%	46
2025 Q3	$1.79M	Hold	14,850	–	–	0.11%	48
2025 Q2	$1.63M	Hold	14,850	–	–	0.11%	46
2025 Q1	$1.38M	Hold	14,850	–	–	0.11%	47
2024 Q4	$1.51M	Hold	14,850	–	–	0.1%	48
2024 Q3	$1.42M	Hold	14,850	–	–	0.1%	52
2024 Q2	$1.37M	Hold	14,850	–	–	0.1%	51
2024 Q1	$1.25M	Sell	14,850 -300	-2%	-$24.1K	0.1%	54
2023 Q4	$1.14M	Sell	15,150 -150	-1%	-$10.7K	0.1%	54
2023 Q3	$1.05M	Sell	15,300 -200	-1%	-$14.2K	0.1%	54
2023 Q2	$1.09M	Sell	15,500 -65	-0.4%	-$4.3K	0.1%	54
2023 Q1	$994K	Sell	15,565 -100	-0.6%	-$6.11K	0.11%	53
2022 Q4	$916K	Sell	15,665 -350	-2%	-$21K	0.11%	51
2022 Q3	$926K	Sell	16,015 -6	-0%	-$390	0.12%	52
2022 Q2	$967K	Sell	16,021 -2,194	-12%	-$145K	0.11%	52
2022 Q1	$1.39M	Sell	18,215 -125	-0.7%	-$9.39K	0.13%	50
2021 Q4	$1.53M	Hold	18,340	–	–	0.13%	49
2021 Q3	$1.36M	Hold	18,340	–	–	0.13%	49
2021 Q2	$1.33M	Hold	18,340	–	–	0.13%	50
2021 Q1	$1.19M	Buy	+18,340	New	+$1.19M	0.12%	49

Other funds holding IVW

PAS

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

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

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

EWA

Encompass Wealth Advisors Portland, Oregon $328M AUM 26.97% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Howard Capital Management Group's IVW Position: Q2 2026 in Review

Howard Capital Management Group reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.36% in Q2 2026, selling an estimated $6.6K and leaving 13,700 shares worth $1.88M. The position accounts for 0.12% of the portfolio, ranked #44.

Howard Capital Management Group first reported a position in IVW in Q1 2021 and has held it in 22 quarters since. 626 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Howard Capital Management Group held 13,700 shares of iShares S&P 500 Growth ETF worth $1.88M as of Q2 2026.
Howard Capital Management Group sold 50 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $6.6K.
iShares S&P 500 Growth ETF made up 0.12% of Howard Capital Management Group's portfolio in Q2 2026, its #44 holding.
Howard Capital Management Group first reported a position in iShares S&P 500 Growth ETF in Q1 2021 and has held it in 22 quarters since.
626 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Howard Capital Management Group's 13F filing for Q2 2026, filed 16 Jul 2026.