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

Hudson 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 		$3.13M Sell
22,754
-749
-3% -$98.9K 0.76% 42
2026
Q1 		$2.66M Sell
23,503
-924
-4% -$111K 0.69% 42
2025
Q4 		$3.01M Sell
24,427
-16
-0.1% -$1.96K 0.76% 44
2025
Q3 		$2.95M Sell
24,443
-1,177
-5% -$135K 0.78% 44
2025
Q2 		$2.82M Sell
25,620
-13,018
-34% -$1.29M 0.8% 45
2025
Q1 		$3.59M Buy
38,638
+12,092
+46% +$1.22M 1.09% 42
2024
Q4 		$2.7M Sell
26,546
-13,612
-34% -$1.36M 0.84% 44
2024
Q3 		$3.85M Buy
40,158
+10,029
+33% +$926K 1.23% 42
2024
Q2 		$2.79M Sell
30,129
-1,472
-5% -$127K 0.94% 43
2024
Q1 		$2.67M Sell
31,601
-12,778
-29% -$1.03M 0.92% 44
2023
Q4 		$3.33M Sell
44,379
-2,764
-6% -$197K 1.21% 42
2023
Q3 		$3.23M Sell
47,143
-1,698
-3% -$120K 1.29% 39
2023
Q2 		$3.44M Sell
48,841
-1,583
-3% -$105K 1.32% 29
2023
Q1 		$3.22M Sell
50,424
-1,359
-3% -$83.1K 1.28% 32
2022
Q4 		$3.03M Buy
51,783
+2,606
+5% +$156K 1.2% 31
2022
Q3 		$2.85M Sell
49,177
-841
-2% -$54.6K 1.42% 19
2022
Q2 		$3.02M Sell
50,018
-105
-0.2% -$6.95K 1.43% 17
2022
Q1 		$3.83M Buy
50,123
+13,523
+37% +$1.02M 1.52% 17
2021
Q4 		$4.19M Sell
36,600
-14,782
-29% -$1.19M 1.52% 19
2021
Q3 		$3.8M Sell
51,382
-3,323
-6% -$253K 1.52% 16
2021
Q2 		$3.01M Buy
54,705
+202
+0.4% +$14K 1.25% 17
2021
Q1 		$3.55M Buy
54,503
+130
+0.2% +$8.4K 1.52% 14
2020
Q4 		$3.6M Sell
54,373
-2,179
-4% -$132K 1.59% 16
2020
Q3 		$3.12M Buy
56,552
+13,936
+33% +$789K 1.53% 17
2020
Q2 		$2.1M Sell
42,616
-14,124
-25% -$677K 1.12% 28
2020
Q1 		$2.29M Buy
56,740
+680
+1% +$32.2K 1.52% 19
2019
Q4 		$2.6M Buy
56,060
+5,816
+12% +$270K 1.32% 18
2019
Q3 		$2.18M Sell
50,244
-2,156
-4% -$97.5K 1.22% 23
2019
Q2 		$2.29M Buy
52,400
+2,996
+6% +$132K 1.29% 21
2019
Q1 		$2.07M Sell
49,404
-524
-1% -$21.5K 1.26% 21
2018
Q4 		$1.86M Buy
49,928
+7,592
+18% +$307K 1.36% 21
2018
Q3 		$378K Sell
42,336
-2,456
-5% -$106K 0.29% 62
2018
Q2 		$1.78M Sell
44,792
-1,860
-4% -$74.7K 1.24% 24
2018
Q1 		$1.81M Sell
46,652
-4,584
-9% -$183K 1.33% 22
2017
Q4 		$1.96M Buy
+51,236
New +$1.91M 1.44% 21

Other funds holding IVW

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
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
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
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Hudson Capital Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 3.2% in Q2 2026, selling an estimated $98.9K and leaving 22,754 shares worth $3.13M. The position accounts for 0.76% of the portfolio, ranked #42.

Hudson Capital Management first reported a position in IVW in Q4 2017 and has held it in 35 quarters since. The position peaked at $4.19M in Q4 2021. 463 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Hudson Capital Management held 22,754 shares of iShares S&P 500 Growth ETF worth $3.13M as of Q2 2026.
  • Hudson Capital Management sold 749 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $98.9K.
  • iShares S&P 500 Growth ETF made up 0.76% of Hudson Capital Management's portfolio in Q2 2026, its #42 holding.
  • Hudson Capital Management first reported a position in iShares S&P 500 Growth ETF in Q4 2017 and has held it in 35 quarters since.
  • Hudson Capital Management's iShares S&P 500 Growth ETF position peaked at $4.19M in Q4 2021.
  • 463 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Hudson Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.