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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$351K Buy
+2,554
New +$337K 0.16% 86
2020
Q3
– Sell
-1,532
Closed -$79K – 297
2020
Q2
$79K Buy
+1,532
New +$73.4K 0.09% 138

Other funds holding IVW

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

Islay Capital Management opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 2,554 shares worth $351K. The stake represents 0.16% of the portfolio and ranks #86 among its holdings. This is a return to the name: Islay Capital Management previously reported a position in IVW as recently as Q2 2020.

Islay Capital Management first reported a position in IVW in Q2 2020 and has held it in 2 quarters since. 2,138 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Islay Capital Management held 2,554 shares of iShares S&P 500 Growth ETF worth $351K as of Q2 2026.
  • iShares S&P 500 Growth ETF was a new Islay Capital Management position in Q2 2026.
  • iShares S&P 500 Growth ETF made up 0.16% of Islay Capital Management's portfolio in Q2 2026, its #86 holding.
  • Islay Capital Management first reported a position in iShares S&P 500 Growth ETF in Q2 2020 and has held it in 2 quarters since.
  • 2,138 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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