JC
IVW icon

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

JB 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 		$178M Sell
1,295,626
-42,569
-3% -$5.62M 6.17% 2
2026
Q1 		$151M Buy
1,338,195
+82,834
+7% +$9.96M 6.11% 3
2025
Q4 		$155M Buy
1,255,361
+50,798
+4% +$6.22M 6.32% 4
2025
Q3 		$145M Buy
1,204,563
+2,696
+0.2% +$310K 6.27% 3
2025
Q2 		$132M Sell
1,201,867
-96,167
-7% -$9.52M 6.41% 5
2025
Q1 		$120M Buy
1,298,034
+48,503
+4% +$4.89M 6.64% 4
2024
Q4 		$127M Sell
1,249,531
-21,705
-2% -$2.17M 7.1% 3
2024
Q3 		$122M Sell
1,271,236
-45,107
-3% -$4.16M 6.99% 3
2024
Q2 		$122M Buy
1,316,343
+509,234
+63% +$43.9M 7.63% 2
2024
Q1 		$68.2M Buy
807,109
+506,414
+168% +$40.7M 4.54% 5
2023
Q4 		$22.6M Buy
300,695
+14,055
+5% +$1M 1.67% 14
2023
Q3 		$19.6M Buy
286,640
+283,638
+9,448% +$20.1M 1.66% 12
2023
Q2 		$212K Buy
+3,002
New +$198K 0.02% 165

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

JB Capital's IVW Position: Q2 2026 in Review

JB Capital reduced its iShares S&P 500 Growth ETF (IVW) stake by 3.2% in Q2 2026, selling an estimated $5.62M and leaving 1,295,626 shares worth $178M. The position accounts for 6.17% of the portfolio, ranked #2.

JB Capital first reported a position in IVW in Q2 2023 and has held it in 13 quarters since. 2,127 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • JB Capital held 1,295,626 shares of iShares S&P 500 Growth ETF worth $178M as of Q2 2026.
  • JB Capital sold 42,569 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $5.62M.
  • iShares S&P 500 Growth ETF made up 6.17% of JB Capital's portfolio in Q2 2026, its #2 holding.
  • JB Capital first reported a position in iShares S&P 500 Growth ETF in Q2 2023 and has held it in 13 quarters since.
  • 2,127 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on JB Capital's 13F filing for Q2 2026, filed 29 Jul 2026.