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 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 $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Objective Capital Management's IVW Position: Q1 2026 in Review

Objective Capital Management increased its iShares S&P 500 Growth ETF (IVW) stake by 0.02% in Q1 2026, buying an estimated $120 and bringing the position to 5,053 shares worth $572K. The position accounts for 0.58% of the portfolio, ranked #47.

Objective Capital Management first reported a position in IVW in Q4 2021 and has held it in 17 quarters since. The position peaked at $4.09M in Q4 2021. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Objective Capital Management held 5,053 shares of iShares S&P 500 Growth ETF worth $572K as of Q1 2026.
Objective Capital Management bought 1 iShares S&P 500 Growth ETF share in Q1 2026, an estimated $120.
iShares S&P 500 Growth ETF made up 0.58% of Objective Capital Management's portfolio in Q1 2026, its #47 holding.
Objective Capital Management first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 17 quarters since.
Objective Capital Management's iShares S&P 500 Growth ETF position peaked at $4.09M in Q4 2021.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Objective Capital Management's 13F filing for Q1 2026, filed 4 May 2026.