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 Q3	$719K	Hold	5,053	–	–	0.64%	42
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	$4.1M	Buy	+48,938	New	+$3.94M	2.9%	9

Other funds holding IVW

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

EWA

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

SIA

Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $326M AUM 17.12% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Objective Capital Management's IVW Position: Q3 2026 in Review

Objective Capital Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2026 at 5,053 shares worth $719K. The position accounts for 0.64% of the portfolio, ranked #42.

Objective Capital Management first reported a position in IVW in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.1M in Q4 2021. 492 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Objective Capital Management held 5,053 shares of iShares S&P 500 Growth ETF worth $719K as of Q3 2026.
Objective Capital Management left its iShares S&P 500 Growth ETF share count unchanged in Q3 2026.
iShares S&P 500 Growth ETF made up 0.64% of Objective Capital Management's portfolio in Q3 2026, its #42 holding.
Objective Capital Management first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 19 quarters since.
Objective Capital Management's iShares S&P 500 Growth ETF position peaked at $4.1M in Q4 2021.
492 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Objective Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.