Quadcap Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Quadcap Wealth 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	$609K	Buy	5,386 +89	+2%	+$10.7K	0.07%	233
2025 Q4	$653K	Sell	5,297 -9	-0.2%	-$1.1K	0.07%	220
2025 Q3	$641K	Sell	5,306 -60	-1%	-$6.9K	0.08%	224
2025 Q2	$591K	Hold	5,366	–	–	0.08%	230
2025 Q1	$498K	Sell	5,366 -59	-1%	-$5.95K	0.07%	237
2024 Q4	$551K	Buy	5,425 +316	+6%	+$31.5K	0.08%	225
2024 Q3	$489K	Buy	5,109 +194	+4%	+$17.9K	0.08%	249
2024 Q2	$455K	Buy	+4,915	New	+$424K	0.08%	257
2024 Q1	–	Sell	-2,803	Closed	-$211K	–	341
2023 Q4	$211K	Buy	+2,803	New	+$200K	0.05%	305

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

Quadcap Wealth Management's IVW Position: Q1 2026 in Review

Quadcap Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 1.7% in Q1 2026, buying an estimated $10.7K and bringing the position to 5,386 shares worth $609K. The position accounts for 0.07% of the portfolio, ranked #233.

Quadcap Wealth Management first reported a position in IVW in Q4 2023 and has held it in 9 quarters since. The position peaked at $653K in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Quadcap Wealth Management held 5,386 shares of iShares S&P 500 Growth ETF worth $609K as of Q1 2026.
Quadcap Wealth Management bought 89 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $10.7K.
iShares S&P 500 Growth ETF made up 0.07% of Quadcap Wealth Management's portfolio in Q1 2026, its #233 holding.
Quadcap Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 9 quarters since.
Quadcap Wealth Management's iShares S&P 500 Growth ETF position peaked at $653K in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Quadcap Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.