Kapstone Financial Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Kapstone Financial Advisors’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	$5.27M	Buy	46,579 +1,252	+3%	+$151K	2.58%	5
2025 Q4	$5.59M	Buy	45,327 +1,024	+2%	+$125K	2.78%	6
2025 Q3	$5.35M	Buy	44,303 +3,813	+9%	+$439K	2.52%	8
2025 Q2	$4.46M	Buy	40,490 +2,653	+7%	+$263K	2.22%	9
2025 Q1	$3.51M	Buy	37,837 +2,994	+9%	+$302K	1.99%	9
2024 Q4	$3.62M	Buy	34,843 +4,284	+14%	+$427K	1.93%	9
2024 Q3	$2.91M	Buy	30,559 +973	+3%	+$89.8K	1.76%	10
2024 Q2	$2.74M	Hold	29,586	–	–	1.8%	11
2024 Q1	$2.5M	Buy	29,586 +2,477	+9%	+$199K	1.7%	13
2023 Q4	$2.13M	Buy	27,109 +182	+0.7%	+$13K	1.67%	13
2023 Q3	$1.84M	Buy	26,927 +139	+0.5%	+$9.84K	1.66%	13
2023 Q2	$1.94M	Buy	26,788 +667	+3%	+$44.1K	1.61%	12
2023 Q1	$1.69M	Buy	26,121 +603	+2%	+$36.9K	1.52%	13
2022 Q4	$1.61M	Buy	+25,518	New	+$1.53M	1.47%	14

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Kapstone Financial Advisors's IVW Position: Q1 2026 in Review

Kapstone Financial Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 2.8% in Q1 2026, buying an estimated $151K and bringing the position to 46,579 shares worth $5.27M. The position accounts for 2.58% of the portfolio, ranked #5.

Kapstone Financial Advisors first reported a position in IVW in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.59M in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Kapstone Financial Advisors held 46,579 shares of iShares S&P 500 Growth ETF worth $5.27M as of Q1 2026.
Kapstone Financial Advisors bought 1,252 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $151K.
iShares S&P 500 Growth ETF made up 2.58% of Kapstone Financial Advisors's portfolio in Q1 2026, its #5 holding.
Kapstone Financial Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 14 quarters since.
Kapstone Financial Advisors's iShares S&P 500 Growth ETF position peaked at $5.59M in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.