Integrated Capital Management (Michigan)’s iShares S&P 500 Growth ETF IVW Stock Holding History

Integrated Capital Management (Michigan)’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	$696K	Sell	5,061 -1,257	-20%	-$166K	0.25%	29
2026 Q1	$715K	Buy	6,318 +5	+0.1%	+$601	0.3%	30
2025 Q4	$778K	Buy	6,313 +7	+0.1%	+$857	0.33%	27
2025 Q3	$786K	Buy	6,306 +7	+0.1%	+$805	0.35%	26
2025 Q2	$710K	Sell	6,299 -494	-7%	-$48.9K	0.34%	27
2025 Q1	$631K	Sell	6,793 -494	-7%	-$49.8K	0.35%	30
2024 Q4	$740K	Buy	7,287 +9	+0.1%	+$898	0.39%	28
2024 Q3	$697K	Buy	+7,278	New	+$672K	0.37%	30

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

PAS

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

Integrated Capital Management (Michigan)'s IVW Position: Q2 2026 in Review

Integrated Capital Management (Michigan) reduced its iShares S&P 500 Growth ETF (IVW) stake by 20% in Q2 2026, selling an estimated $166K and leaving 5,061 shares worth $696K. The position accounts for 0.25% of the portfolio, ranked #29.

Integrated Capital Management (Michigan) first reported a position in IVW in Q3 2024 and has held it in 8 quarters since. The position peaked at $786K in Q3 2025. 1,328 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Integrated Capital Management (Michigan) held 5,061 shares of iShares S&P 500 Growth ETF worth $696K as of Q2 2026.
Integrated Capital Management (Michigan) sold 1,257 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $166K.
iShares S&P 500 Growth ETF made up 0.25% of Integrated Capital Management (Michigan)'s portfolio in Q2 2026, its #29 holding.
Integrated Capital Management (Michigan) first reported a position in iShares S&P 500 Growth ETF in Q3 2024 and has held it in 8 quarters since.
Integrated Capital Management (Michigan)'s iShares S&P 500 Growth ETF position peaked at $786K in Q3 2025.
1,328 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Integrated Capital Management (Michigan)'s 13F filing for Q2 2026, filed 31 Jul 2026.