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

Kirtland Hills 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 Q1	$437K	Buy	3,388 +187	+6%	+$22.5K	0.14%	123
2025 Q4	$395K	Hold	3,201	–	–	0.14%	122
2025 Q3	$386K	Hold	3,201	–	–	0.15%	124
2025 Q2	$352K	Buy	3,201 +49	+2%	+$4.85K	0.16%	121
2025 Q1	$279K	Hold	3,152	–	–	0.17%	122
2024 Q4	$320K	Hold	3,152	–	–	0.2%	105
2024 Q3	$302K	Buy	+3,152	New	+$291K	0.17%	112

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

Kirtland Hills Capital Management's IVW Position: Q1 2026 in Review

Kirtland Hills Capital Management increased its iShares S&P 500 Growth ETF (IVW) stake by 5.8% in Q1 2026, buying an estimated $22.5K and bringing the position to 3,388 shares worth $437K. The position accounts for 0.14% of the portfolio, ranked #123.

Kirtland Hills Capital Management first reported a position in IVW in Q3 2024 and has held it in 7 quarters since. 2,041 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Kirtland Hills Capital Management held 3,388 shares of iShares S&P 500 Growth ETF worth $437K as of Q1 2026.
Kirtland Hills Capital Management bought 187 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $22.5K.
iShares S&P 500 Growth ETF made up 0.14% of Kirtland Hills Capital Management's portfolio in Q1 2026, its #123 holding.
Kirtland Hills Capital Management first reported a position in iShares S&P 500 Growth ETF in Q3 2024 and has held it in 7 quarters since.
2,041 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Kirtland Hills Capital Management's 13F filing for Q1 2026, filed 13 May 2026.