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Kavar Capital Partners Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Kavar Capital Partners Group’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 		$374K Hold
2,718
– – 0.05% 149
2026
Q1 		$307K Hold
2,718
– – 0.04% 166
2025
Q4 		$335K Hold
2,718
– – 0.05% 143
2025
Q3 		$328K Hold
2,718
– – 0.04% 148
2025
Q2 		$299K Hold
2,718
– – 0.04% 154
2025
Q1 		$252K Hold
2,718
– – 0.04% 156
2024
Q4 		$276K Sell
2,718
-500
-16% -$49.9K 0.05% 142
2024
Q3 		$308K Buy
3,218
+26
+0.8% +$2.4K 0.05% 143
2024
Q2 		$295K Hold
3,192
– – 0.05% 132
2024
Q1 		$270K Sell
3,192
-3,192
-50% -$256K 0.05% 139
2023
Q4 		$479K Buy
6,384
+3,192
+100% +$227K 0.05% 133
2023
Q3 		$218K Hold
3,192
– – 0.05% 146
2023
Q2 		$225K Buy
+3,192
New +$211K 0.05% 132
2022
Q2 		– Sell
-2,772
Closed -$212K – 174
2022
Q1 		$212K Hold
2,772
– – 0.05% 147
2021
Q4 		$232K Sell
2,772
-270
-9% -$21.8K 0.05% 150
2021
Q3 		$225K Hold
3,042
– – 0.05% 155
2021
Q2 		$221K Sell
3,042
-134
-4% -$9.28K 0.05% 140
2021
Q1 		$207K Buy
+3,176
New +$205K 0.06% 136
2019
Q3 		– Sell
-176
Closed -$8K – 298
2019
Q2 		$8K Buy
+176
New +$7.74K ﹤0.01% 385
2018
Q3 		– Sell
-176
Closed -$7K – 252
2018
Q2 		$7K Hold
176
– – ﹤0.01% 344
2018
Q1 		$7K Buy
+176
New +$7.02K ﹤0.01% 343
2016
Q1 		– Sell
-176
Closed -$5K – 235
2015
Q4 		$5K Hold
176
– – ﹤0.01% 298
2015
Q3 		$4K Hold
176
– – ﹤0.01% 320
2015
Q2 		$5K Buy
+176
New +$5.1K ﹤0.01% 335
2014
Q2 		– Sell
-176
Closed -$4K – 284
2014
Q1 		$4K Buy
+176
New +$4.35K ﹤0.01% 355

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Kavar Capital Partners Group's IVW Position: Q2 2026 in Review

Kavar Capital Partners Group held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 2,718 shares worth $374K. The position accounts for 0.05% of the portfolio, ranked #149.

Kavar Capital Partners Group first reported a position in IVW in Q1 2014 and has held it in 25 quarters since. The position peaked at $479K in Q4 2023. 2,138 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Kavar Capital Partners Group held 2,718 shares of iShares S&P 500 Growth ETF worth $374K as of Q2 2026.
  • Kavar Capital Partners Group left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Growth ETF made up 0.05% of Kavar Capital Partners Group's portfolio in Q2 2026, its #149 holding.
  • Kavar Capital Partners Group first reported a position in iShares S&P 500 Growth ETF in Q1 2014 and has held it in 25 quarters since.
  • Kavar Capital Partners Group's iShares S&P 500 Growth ETF position peaked at $479K in Q4 2023.
  • 2,138 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Kavar Capital Partners Group's 13F filing for Q2 2026, filed 20 Jul 2026.