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

Kennicott Capital Management’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	$375K	Hold	2,724	–	–	0.17%	39
2026 Q1	$308K	Hold	2,724	–	–	0.17%	38
2025 Q4	$336K	Hold	2,724	–	–	0.16%	40
2025 Q3	$329K	Hold	2,724	–	–	0.16%	39
2025 Q2	$300K	Sell	2,724 -400	-13%	-$39.6K	0.17%	40
2025 Q1	$290K	Sell	3,124 -10,624	-77%	-$1.07M	0.19%	36
2024 Q4	$1.4M	Hold	13,748	–	–	0.72%	20
2024 Q3	$1.32M	Hold	13,748	–	–	0.5%	25
2024 Q2	$1.27M	Hold	13,748	–	–	0.53%	22
2024 Q1	$1.16M	Hold	13,748	–	–	0.51%	23
2023 Q4	$1.03M	Hold	13,748	–	–	0.51%	22
2023 Q3	$941K	Sell	13,748 -27,496	-67%	-$1.95M	0.54%	23
2023 Q2	$969K	Buy	41,244 +27,496	+200%	+$1.82M	0.5%	23
2023 Q1	$878K	Hold	13,748	–	–	0.54%	24
2022 Q4	$804K	Sell	13,748 -13,840	-50%	-$831K	0.61%	24
2022 Q3	$1.6M	Buy	27,588 +13,840	+101%	+$899K	1.28%	19
2022 Q2	$830K	Hold	13,748	–	–	0.64%	23
2022 Q1	$1.05M	Hold	13,748	–	–	0.61%	23
2021 Q4	$1.15M	Hold	13,748	–	–	0.69%	22
2021 Q3	$1.02M	Hold	13,748	–	–	0.74%	24
2021 Q2	$1M	Hold	13,748	–	–	0.74%	26
2021 Q1	$895K	Buy	+13,748	New	+$889K	0.74%	25

Other funds holding IVW

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIA

Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

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

Kennicott Capital Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 2,724 shares worth $375K. The position accounts for 0.17% of the portfolio, ranked #39.

Kennicott Capital Management first reported a position in IVW in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.6M in Q3 2022. 770 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Kennicott Capital Management held 2,724 shares of iShares S&P 500 Growth ETF worth $375K as of Q2 2026.
Kennicott Capital Management left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.17% of Kennicott Capital Management's portfolio in Q2 2026, its #39 holding.
Kennicott Capital Management first reported a position in iShares S&P 500 Growth ETF in Q1 2021 and has held it in 22 quarters since.
Kennicott Capital Management's iShares S&P 500 Growth ETF position peaked at $1.6M in Q3 2022.
770 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Kennicott Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.