IC
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IEQ Capital’s iShares S&P 500 Growth ETF IVW Stock Holding History

IEQ Capital’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 		$36.7M Buy
266,825
+2,463
+0.9% +$325K 0.17% 108
2026
Q1 		$29.9M Buy
264,362
+3,249
+1% +$391K 0.14% 136
2025
Q4 		$32.2M Buy
261,113
+111,395
+74% +$13.6M 0.1% 126
2025
Q3 		$18.1M Sell
149,718
-2,588
-2% -$298K 0.05% 193
2025
Q2 		$16.8M Sell
152,306
-109,007
-42% -$10.8M 0.1% 151
2025
Q1 		$24.3M Buy
261,313
+109,051
+72% +$11M 0.19% 81
2024
Q4 		$15.5M Buy
152,262
+256
+0.2% +$25.5K 0.15% 89
2024
Q3 		$14.6M Buy
152,006
+30,637
+25% +$2.83M 0.18% 84
2024
Q2 		$11.2M Buy
121,369
+3,399
+3% +$293K 0.15% 94
2024
Q1 		$9.96M Buy
117,970
+2,408
+2% +$193K 0.14% 99
2023
Q4 		$8.68M Buy
115,562
+954
+0.8% +$67.9K 0.14% 104
2023
Q3 		$7.84M Sell
114,608
-2,784
-2% -$197K 0.16% 94
2023
Q2 		$8.27M Buy
117,392
+1,024
+0.9% +$67.7K 0.17% 95
2023
Q1 		$7.43M Buy
116,368
+4,883
+4% +$298K 0.17% 95
2022
Q4 		$6.52M Buy
111,485
+5,992
+6% +$360K 0.18% 93
2022
Q3 		$6.1M Buy
105,493
+231
+0.2% +$15K 0.17% 98
2022
Q2 		$6.35M Buy
105,262
+3,156
+3% +$209K 0.19% 82
2022
Q1 		$7.8M Buy
102,106
+89,439
+706% +$6.72M 0.19% 80
2021
Q4 		$1.06M Hold
12,667
– – 0.02% 293
2021
Q3 		$936K Buy
12,667
+1
+0% +$76 0.02% 303
2021
Q2 		$921K Buy
12,666
+5,376
+74% +$372K 0.03% 265
2021
Q1 		$475K Buy
+7,290
New +$471K 0.02% 285
2020
Q4 		– Sell
-5,092
Closed -$294K – 307
2020
Q3 		$294K Sell
5,092
-200
-4% -$11.3K 0.02% 303
2020
Q2 		$275K Sell
5,292
-60
-1% -$2.88K 0.02% 249
2020
Q1 		$221K Sell
5,352
-3,956
-43% -$187K 0.02% 322
2019
Q4 		$451K Buy
+9,308
New +$431K 0.04% 231

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

IEQ Capital's IVW Position: Q2 2026 in Review

IEQ Capital increased its iShares S&P 500 Growth ETF (IVW) stake by 0.93% in Q2 2026, buying an estimated $325K and bringing the position to 266,825 shares worth $36.7M. The position accounts for 0.17% of the portfolio, ranked #108.

IEQ Capital first reported a position in IVW in Q4 2019 and has held it in 26 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • IEQ Capital held 266,825 shares of iShares S&P 500 Growth ETF worth $36.7M as of Q2 2026.
  • IEQ Capital bought 2,463 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $325K.
  • iShares S&P 500 Growth ETF made up 0.17% of IEQ Capital's portfolio in Q2 2026, its #108 holding.
  • IEQ Capital first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • 2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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