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

Oakworth 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 		$1.29M Sell
9,387
-39
-0.4% -$5.15K 0.06% 82
2026
Q1 		$1.07M Buy
9,426
+25
+0.3% +$3.01K 0.06% 88
2025
Q4 		$1.16M Sell
9,401
-538
-5% -$65.8K 0.06% 80
2025
Q3 		$1.2M Sell
9,939
-30
-0.3% -$3.45K 0.07% 82
2025
Q2 		$1.1M Sell
9,969
-56
-0.6% -$5.54K 0.07% 76
2025
Q1 		$931K Buy
10,025
+595
+6% +$60K 0.06% 79
2024
Q4 		$957K Hold
9,430
– – 0.07% 79
2024
Q3 		$903K Buy
9,430
+1,546
+20% +$143K 0.06% 87
2024
Q2 		$730K Sell
7,884
-910
-10% -$78.5K 0.05% 96
2024
Q1 		$743K Sell
8,794
-448
-5% -$36K 0.06% 94
2023
Q4 		$694K Sell
9,242
-208
-2% -$14.8K 0.06% 86
2023
Q3 		$647K Sell
9,450
-624
-6% -$44.2K 0.06% 83
2023
Q2 		$710K Buy
10,074
+479
+5% +$31.7K 0.06% 85
2023
Q1 		$613K Hold
9,595
– – 0.05% 92
2022
Q4 		$561K Sell
9,595
-68
-0.7% -$4.08K 0.05% 89
2022
Q3 		$559K Sell
9,663
-19
-0.2% -$1.24K 0.06% 88
2022
Q2 		$584K Sell
9,682
-8
-0.1% -$529 0.06% 88
2022
Q1 		$740K Hold
9,690
– – 0.06% 88
2021
Q4 		$811K Sell
9,690
-132
-1% -$10.6K 0.07% 81
2021
Q3 		$726K Sell
9,822
-448
-4% -$34.2K 0.07% 82
2021
Q2 		$747K Hold
10,270
– – 0.07% 80
2021
Q1 		$669K Sell
10,270
-146
-1% -$9.44K 0.08% 84
2020
Q4 		$665K Sell
10,416
-20
-0.2% -$1.21K 0.09% 77
2020
Q3 		$603K Hold
10,436
– – 0.1% 73
2020
Q2 		$541K Buy
10,436
+668
+7% +$32K 0.1% 79
2020
Q1 		$403K Hold
9,768
– – 0.09% 80
2019
Q4 		$481K Sell
9,768
-512
-5% -$23.7K 0.08% 88
2019
Q3 		$463K Hold
10,280
– – 0.09% 85
2019
Q2 		$461K Sell
10,280
-144
-1% -$6.33K 0.09% 96
2019
Q1 		$449K Sell
10,424
-3,712
-26% -$152K 0.09% 93
2018
Q4 		$532K Sell
14,136
-248
-2% -$10K 0.12% 75
2018
Q3 		$637K Hold
14,384
– – 0.13% 74
2018
Q2 		$585K Hold
14,384
– – 0.12% 74
2018
Q1 		$559K Sell
14,384
-1,244
-8% -$49.6K 0.13% 69
2017
Q4 		$595K Hold
15,628
– – 0.14% 72
2017
Q3 		$556K Hold
15,628
– – 0.14% 76
2017
Q2 		$535K Sell
15,628
-1,232
-7% -$41.8K 0.15% 75
2017
Q1 		$554K Sell
16,860
-336
-2% -$10.8K 0.16% 70
2016
Q4 		$518K Buy
17,196
+128
+0.7% +$3.87K 0.17% 76
2016
Q3 		$519K Buy
17,068
+4,816
+39% +$146K 0.18% 74
2016
Q2 		$360K Hold
12,252
– – 0.13% 90
2016
Q1 		$355K Buy
12,252
+4,808
+65% +$132K 0.14% 84
2015
Q4 		$216K Buy
+7,444
New +$216K 0.09% 117

Other funds holding IVW

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
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
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

Oakworth Capital's IVW Position: Q2 2026 in Review

Oakworth Capital reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.41% in Q2 2026, selling an estimated $5.15K and leaving 9,387 shares worth $1.29M. The position accounts for 0.06% of the portfolio, ranked #82.

Oakworth Capital first reported a position in IVW in Q4 2015 and has held it in 43 quarters since. 770 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Oakworth Capital held 9,387 shares of iShares S&P 500 Growth ETF worth $1.29M as of Q2 2026.
  • Oakworth Capital sold 39 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $5.15K.
  • iShares S&P 500 Growth ETF made up 0.06% of Oakworth Capital's portfolio in Q2 2026, its #82 holding.
  • Oakworth Capital first reported a position in iShares S&P 500 Growth ETF in Q4 2015 and has held it in 43 quarters since.
  • 770 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.