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

Opinicus 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	$292K	Sell	2,121 -181	-8%	-$23.9K	0.16%	87
2026 Q1	$260K	Sell	2,302 -24	-1%	-$2.89K	0.18%	88
2025 Q4	$287K	Sell	2,326 -38	-2%	-$4.65K	0.2%	86
2025 Q3	$285K	Sell	2,364 -145	-6%	-$16.7K	0.2%	88
2025 Q2	$276K	Sell	2,509 -27	-1%	-$2.67K	0.21%	88
2025 Q1	$235K	Sell	2,536 -19	-0.7%	-$1.92K	0.21%	91
2024 Q4	$259K	Sell	2,555 -648	-20%	-$64.6K	0.22%	86
2024 Q3	$307K	Sell	3,203 -291	-8%	-$26.9K	0.25%	88
2024 Q2	$323K	Sell	3,494 -96	-3%	-$8.28K	0.27%	82
2024 Q1	$303K	Sell	3,590 -312	-8%	-$25.1K	0.27%	84
2023 Q4	$293K	Buy	+3,902	New	+$278K	0.3%	81

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

Opinicus Capital's IVW Position: Q2 2026 in Review

Opinicus Capital reduced its iShares S&P 500 Growth ETF (IVW) stake by 7.9% in Q2 2026, selling an estimated $23.9K and leaving 2,121 shares worth $292K. The position accounts for 0.16% of the portfolio, ranked #87.

Opinicus Capital first reported a position in IVW in Q4 2023 and has held it in 11 quarters since. The position peaked at $323K in Q2 2024. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Opinicus Capital held 2,121 shares of iShares S&P 500 Growth ETF worth $292K as of Q2 2026.
Opinicus Capital sold 181 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $23.9K.
iShares S&P 500 Growth ETF made up 0.16% of Opinicus Capital's portfolio in Q2 2026, its #87 holding.
Opinicus Capital first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
Opinicus Capital's iShares S&P 500 Growth ETF position peaked at $323K in Q2 2024.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Opinicus Capital's 13F filing for Q2 2026, filed 27 Jul 2026.