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

Objective 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	$695K	Hold	5,053	–	–	0.62%	45
2026 Q1	$572K	Buy	5,053 +1	+0%	+$120	0.58%	47
2025 Q4	$623K	Buy	5,052 +336	+7%	+$41.1K	0.63%	46
2025 Q3	$569K	Hold	4,716	–	–	0.59%	43
2025 Q2	$519K	Hold	4,716	–	–	0.58%	43
2025 Q1	$438K	Sell	4,716 -18,341	-80%	-$1.85M	0.56%	46
2024 Q4	$2.34M	Sell	23,057 -16,644	-42%	-$1.66M	1.56%	16
2024 Q3	$3.8M	Buy	+39,701	New	+$3.67M	2.23%	7
2024 Q1	$3.38M	Sell	40,038 -2,495	-6%	-$200K	2.28%	7
2023 Q4	$3.19M	Sell	42,533 -3,371	-7%	-$240K	2.43%	8
2023 Q3	$3.14M	Sell	45,904 -126	-0.3%	-$8.92K	2.79%	8
2023 Q2	$3.24M	Sell	46,030 -2,499	-5%	-$165K	2.84%	8
2023 Q1	$3.1M	Buy	48,529 +5	+0%	+$306	2.83%	8
2022 Q4	$2.84M	Buy	48,524 +288	+0.6%	+$17.3K	2.82%	8
2022 Q3	$2.79M	Buy	48,236 +605	+1%	+$39.3K	2.98%	8
2022 Q2	$2.88M	Sell	47,631 -1,378	-3%	-$91.2K	2.9%	8
2022 Q1	$3.74M	Buy	49,009 +71	+0.1%	+$5.33K	2.88%	8
2021 Q4	$4.09M	Buy	+48,938	New	+$3.94M	2.9%	9

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Objective Capital Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 5,053 shares worth $695K. The position accounts for 0.62% of the portfolio, ranked #45.

Objective Capital Management first reported a position in IVW in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.09M in Q4 2021. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Objective Capital Management held 5,053 shares of iShares S&P 500 Growth ETF worth $695K as of Q2 2026.
Objective Capital Management left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.62% of Objective Capital Management's portfolio in Q2 2026, its #45 holding.
Objective Capital Management first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 18 quarters since.
Objective Capital Management's iShares S&P 500 Growth ETF position peaked at $4.09M in Q4 2021.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Objective Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.