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
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 $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return