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

LTG 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
Q2 		$1.3M Sell
9,452
-264
-3% -$34.9K 0.87% 20
2026
Q1 		$1.1M Sell
9,716
-58
-0.6% -$6.98K 0.84% 20
2025
Q4 		$1.2M Sell
9,774
-396
-4% -$48.5K 0.94% 19
2025
Q3 		$1.23M Sell
10,170
-989
-9% -$114K 0.97% 19
2025
Q2 		$1.23M Sell
11,159
-80
-0.7% -$7.92K 1.05% 21
2025
Q1 		$1.04M Sell
11,239
-400
-3% -$40.3K 0.95% 22
2024
Q4 		$1.18M Sell
11,639
-1,351
-10% -$135K 0.99% 22
2024
Q3 		$1.24M Sell
12,990
-533
-4% -$49.2K 1.03% 20
2024
Q2 		$1.25M Sell
13,523
-448
-3% -$38.6K 1.13% 20
2024
Q1 		$1.18M Sell
13,971
-378
-3% -$30.4K 1.01% 21
2023
Q4 		$1.08M Sell
14,349
-344
-2% -$24.5K 0.99% 22
2023
Q3 		$1,000K Sell
14,693
-232
-2% -$16.4K 1.05% 21
2023
Q2 		$1.05M Sell
14,925
-848
-5% -$56.1K 1.04% 21
2023
Q1 		$1M Buy
15,773
+162
+1% +$9.9K 1.04% 22
2022
Q4 		$913K Buy
+15,611
New +$937K 0.98% 22
2022
Q3 		– Sell
-15,131
Closed -$913K – 24
2022
Q2 		$913K Buy
15,131
+75
+0.5% +$4.96K 1.03% 21
2022
Q1 		$1.15M Sell
15,056
-1,231
-8% -$92.5K 1.05% 20
2021
Q4 		$1.36M Buy
+16,287
New +$1.31M 1.15% 19

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

LTG Capital's IVW Position: Q2 2026 in Review

LTG Capital reduced its iShares S&P 500 Growth ETF (IVW) stake by 2.7% in Q2 2026, selling an estimated $34.9K and leaving 9,452 shares worth $1.3M. The position accounts for 0.87% of the portfolio, ranked #20.

LTG Capital first reported a position in IVW in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.36M in Q4 2021. 1,456 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • LTG Capital held 9,452 shares of iShares S&P 500 Growth ETF worth $1.3M as of Q2 2026.
  • LTG Capital sold 264 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $34.9K.
  • iShares S&P 500 Growth ETF made up 0.87% of LTG Capital's portfolio in Q2 2026, its #20 holding.
  • LTG Capital first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • LTG Capital's iShares S&P 500 Growth ETF position peaked at $1.36M in Q4 2021.
  • 1,456 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on LTG Capital's 13F filing for Q2 2026, filed 5 Aug 2026.