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

Quantinno 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 		$28.4M Buy
251,360
+21,680
+9% +$2.61M 0.05% 489
2025
Q4 		$28.3M Buy
229,680
+76,636
+50% +$9.38M 0.06% 397
2025
Q3 		$18.5M Buy
153,044
+49,426
+48% +$5.68M 0.05% 427
2025
Q2 		$11.4M Buy
103,618
+24,264
+31% +$2.4M 0.05% 464
2025
Q1 		$7.37M Buy
79,354
+17,637
+29% +$1.78M 0.05% 489
2024
Q4 		$6.27M Sell
61,717
-206
-0.3% -$20.6K 0.06% 389
2024
Q3 		$5.93M Buy
61,923
+8,582
+16% +$792K 0.08% 292
2024
Q2 		$4.94M Buy
53,341
+784
+1% +$67.6K 0.09% 242
2024
Q1 		$4.44M Buy
52,557
+35,564
+209% +$2.86M 0.1% 226
2023
Q4 		$1.28M Buy
16,993
+6,690
+65% +$476K 0.04% 541
2023
Q3 		$705K Buy
10,303
+3,489
+51% +$247K 0.03% 623
2023
Q2 		$480K Sell
6,814
-94
-1% -$6.21K 0.03% 641
2023
Q1 		$441K Sell
6,908
-94
-1% -$5.75K 0.03% 623
2022
Q4 		$410K Sell
7,002
-477
-6% -$28.6K 0.03% 590
2022
Q3 		$433K Buy
7,479
+1,693
+29% +$110K 0.06% 413
2022
Q2 		$349K Buy
+5,786
New +$383K 0.05% 414

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Quantinno Capital Management increased its iShares S&P 500 Growth ETF (IVW) stake by 9.4% in Q1 2026, buying an estimated $2.61M and bringing the position to 251,360 shares worth $28.4M. The position accounts for 0.05% of the portfolio, ranked #489.

Quantinno Capital Management first reported a position in IVW in Q2 2022 and has held it in 16 quarters since. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Quantinno Capital Management held 251,360 shares of iShares S&P 500 Growth ETF worth $28.4M as of Q1 2026.
  • Quantinno Capital Management bought 21,680 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $2.61M.
  • iShares S&P 500 Growth ETF made up 0.05% of Quantinno Capital Management's portfolio in Q1 2026, its #489 holding.
  • Quantinno Capital Management first reported a position in iShares S&P 500 Growth ETF in Q2 2022 and has held it in 16 quarters since.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

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