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

Narwhal 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	$7.7M	Hold	56,000	–	–	0.53%	45
2026 Q1	$6.33M	Hold	56,000	–	–	0.47%	52
2025 Q4	$6.9M	Hold	56,000	–	–	0.5%	47
2025 Q3	$6.76M	Hold	56,000	–	–	0.5%	47
2025 Q2	$6.17M	Sell	56,000 -289	-0.5%	-$28.6K	0.5%	50
2025 Q1	$5.23M	Buy	56,289 +289	+0.5%	+$29.1K	0.47%	54
2024 Q4	$5.69M	Hold	56,000	–	–	0.5%	48
2024 Q3	$5.36M	Hold	56,000	–	–	0.48%	50
2024 Q2	$5.18M	Hold	56,000	–	–	0.49%	50
2024 Q1	$4.73M	Sell	56,000 -22	-0%	-$1.77K	0.46%	55
2023 Q4	$4.21M	Buy	56,022 +22	+0%	+$1.57K	0.46%	56
2023 Q3	$3.83M	Hold	56,000	–	–	0.47%	56
2023 Q2	$3.95M	Hold	56,000	–	–	0.46%	57
2023 Q1	$3.58M	Hold	56,000	–	–	0.45%	59
2022 Q4	$3.28M	Hold	56,000	–	–	0.44%	58
2022 Q3	$3.24M	Hold	56,000	–	–	0.47%	60
2022 Q2	$3.38M	Hold	56,000	–	–	0.46%	55
2022 Q1	$4.28M	Hold	56,000	–	–	0.5%	54
2021 Q4	$4.69M	Hold	56,000	–	–	0.53%	52
2021 Q3	$4.14M	Hold	56,000	–	–	0.52%	52
2021 Q2	$4.07M	Hold	56,000	–	–	0.51%	55
2021 Q1	$3.65M	Sell	56,000 -1,800	-3%	-$116K	0.49%	53
2020 Q4	$3.69M	Hold	57,800	–	–	0.52%	54
2020 Q3	$3.34M	Sell	57,800 -32,000	-36%	-$1.81M	0.54%	56
2020 Q2	$4.66M	Sell	89,800 -9,000	-9%	-$431K	0.81%	41
2020 Q1	$4.08M	Sell	98,800 -65,340	-40%	-$3.09M	0.88%	41
2019 Q4	$7.95M	Hold	164,140	–	–	1.46%	16
2019 Q3	$7.39M	Buy	+164,140	New	+$7.42M	1.49%	15

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

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

Narwhal Capital Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 56,000 shares worth $7.7M. The position accounts for 0.53% of the portfolio, ranked #45.

Narwhal Capital Management first reported a position in IVW in Q3 2019 and has held it in 28 quarters since. The position peaked at $7.95M in Q4 2019. 770 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Narwhal Capital Management held 56,000 shares of iShares S&P 500 Growth ETF worth $7.7M as of Q2 2026.
Narwhal Capital Management left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.53% of Narwhal Capital Management's portfolio in Q2 2026, its #45 holding.
Narwhal Capital Management first reported a position in iShares S&P 500 Growth ETF in Q3 2019 and has held it in 28 quarters since.
Narwhal Capital Management's iShares S&P 500 Growth ETF position peaked at $7.95M in Q4 2019.
770 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Narwhal Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.