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

Inscription 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	$253K	Buy	1,841 +1	+0.1%	+$132	0.02%	608
2026 Q1	$208K	Buy	1,840 +2	+0.1%	+$241	0.02%	609
2025 Q4	$227K	Buy	1,838 +2	+0.1%	+$245	0.02%	575
2025 Q3	$222K	Buy	+1,836	New	+$211K	0.02%	554
2021 Q3	–	Sell	-5,319	Closed	-$387K	–	304
2021 Q2	$387K	Buy	+5,319	New	+$368K	0.04%	223
2019 Q2	–	Sell	-1,048	Closed	-$45K	–	173
2019 Q1	$45K	Hold	1,048	–	–	0.02%	193
2018 Q4	$39K	Buy	+1,048	New	+$42.4K	0.02%	206

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

Inscription Capital's IVW Position: Q2 2026 in Review

Inscription Capital increased its iShares S&P 500 Growth ETF (IVW) stake by 0.05% in Q2 2026, buying an estimated $132 and bringing the position to 1,841 shares worth $253K. The position accounts for 0.02% of the portfolio, ranked #608.

Inscription Capital first reported a position in IVW in Q4 2018 and has held it in 7 quarters since. The position peaked at $387K in Q2 2021. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Inscription Capital held 1,841 shares of iShares S&P 500 Growth ETF worth $253K as of Q2 2026.
Inscription Capital bought 1 iShares S&P 500 Growth ETF share in Q2 2026, an estimated $132.
iShares S&P 500 Growth ETF made up 0.02% of Inscription Capital's portfolio in Q2 2026, its #608 holding.
Inscription Capital first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 7 quarters since.
Inscription Capital's iShares S&P 500 Growth ETF position peaked at $387K in Q2 2021.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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