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Impact Capital Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Impact Capital Partners’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 		$291K Sell
2,113
-11
-0.5% -$1.45K 0.08% 221
2026
Q1 		$240K Hold
2,124
– – 0.07% 252
2025
Q4 		$262K Sell
2,124
-3
-0.1% -$367 0.08% 239
2025
Q3 		$257K Buy
2,127
+35
+2% +$4.03K 0.08% 235
2025
Q2 		$230K Buy
+2,092
New +$207K 0.08% 246

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
EWA
Encompass Wealth Advisors Portland, Oregon $328M AUM 26.97% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Impact Capital Partners's IVW Position: Q2 2026 in Review

Impact Capital Partners reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.52% in Q2 2026, selling an estimated $1.45K and leaving 2,113 shares worth $291K. The position accounts for 0.08% of the portfolio, ranked #221.

Impact Capital Partners first reported a position in IVW in Q2 2025 and has held it in 5 quarters since. 620 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Impact Capital Partners held 2,113 shares of iShares S&P 500 Growth ETF worth $291K as of Q2 2026.
  • Impact Capital Partners sold 11 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $1.45K.
  • iShares S&P 500 Growth ETF made up 0.08% of Impact Capital Partners's portfolio in Q2 2026, its #221 holding.
  • Impact Capital Partners first reported a position in iShares S&P 500 Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 620 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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