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

New Republic 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 		$843K Sell
6,130
-76
-1% -$10K 0.19% 100
2026
Q1 		$702K Sell
6,206
-555
-8% -$66.8K 0.24% 75
2025
Q4 		$833K Buy
6,761
+1,642
+32% +$201K 0.22% 88
2025
Q3 		$618K Sell
5,119
-139
-3% -$16K 0.19% 71
2025
Q2 		$579K Sell
5,258
-3,749
-42% -$371K 0.21% 64
2025
Q1 		$836K Buy
9,007
+299
+3% +$30.1K 0.36% 44
2024
Q4 		$884K Buy
8,708
+515
+6% +$51.4K 0.58% 38
2024
Q3 		$785K Sell
8,193
-715
-8% -$66K 0.45% 48
2024
Q2 		$824K Buy
8,908
+2,179
+32% +$188K 0.41% 46
2024
Q1 		$568K Buy
6,729
+2,521
+60% +$203K 0.36% 67
2023
Q4 		$316K Buy
4,208
+15
+0.4% +$1.07K 0.22% 107
2023
Q3 		$288K Sell
4,193
-174
-4% -$12.3K 0.23% 99
2023
Q2 		$308K Buy
4,367
+109
+3% +$7.21K 0.21% 94
2023
Q1 		$272K Buy
4,258
+1,578
+59% +$96.5K 0.21% 97
2022
Q4 		$157K Buy
+2,680
New +$161K 0.12% 116

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

New Republic Capital's IVW Position: Q2 2026 in Review

New Republic Capital reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.2% in Q2 2026, selling an estimated $10K and leaving 6,130 shares worth $843K. The position accounts for 0.19% of the portfolio, ranked #100.

New Republic Capital first reported a position in IVW in Q4 2022 and has held it in 15 quarters since. The position peaked at $884K in Q4 2024. 2,138 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • New Republic Capital held 6,130 shares of iShares S&P 500 Growth ETF worth $843K as of Q2 2026.
  • New Republic Capital sold 76 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $10K.
  • iShares S&P 500 Growth ETF made up 0.19% of New Republic Capital's portfolio in Q2 2026, its #100 holding.
  • New Republic Capital first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • New Republic Capital's iShares S&P 500 Growth ETF position peaked at $884K in Q4 2024.
  • 2,138 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on New Republic Capital's 13F filing for Q2 2026, filed 31 Jul 2026.