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

Optima 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 		$322K Hold
2,342
– – 0.13% 125
2026
Q1 		$265K Hold
2,342
– – 0.12% 133
2025
Q4 		$289K Buy
2,342
+600
+34% +$73.4K 0.13% 126
2025
Q3 		$210K Buy
+1,742
New +$200K 0.1% 154

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

Optima Capital's IVW Position: Q2 2026 in Review

Optima Capital held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 2,342 shares worth $322K. The position accounts for 0.13% of the portfolio, ranked #125.

Optima Capital first reported a position in IVW in Q3 2025 and has held it in 4 quarters since. 773 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Optima Capital held 2,342 shares of iShares S&P 500 Growth ETF worth $322K as of Q2 2026.
  • Optima Capital left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Growth ETF made up 0.13% of Optima Capital's portfolio in Q2 2026, its #125 holding.
  • Optima Capital first reported a position in iShares S&P 500 Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 773 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Optima Capital's 13F filing for Q2 2026, filed 24 Jul 2026.