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

Schnieders 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 Q2	$244K	Buy	+1,775	New	+$234K	0.03%	219
2025 Q3	–	Sell	-5,450	Closed	-$600K	–	226
2025 Q2	$600K	Buy	+5,450	New	+$539K	0.11%	120

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Schnieders Capital Management's IVW Position: Q2 2026 in Review

Schnieders Capital Management opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 1,775 shares worth $244K. The stake represents 0.03% of the portfolio and ranks #219 among its holdings. This is a return to the name: Schnieders Capital Management previously reported a position in IVW as recently as Q2 2025.

Schnieders Capital Management first reported a position in IVW in Q2 2025 and has held it in 2 quarters since. The position peaked at $600K in Q2 2025. 2,138 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Schnieders Capital Management held 1,775 shares of iShares S&P 500 Growth ETF worth $244K as of Q2 2026.
iShares S&P 500 Growth ETF was a new Schnieders Capital Management position in Q2 2026.
iShares S&P 500 Growth ETF made up 0.03% of Schnieders Capital Management's portfolio in Q2 2026, its #219 holding.
Schnieders Capital Management first reported a position in iShares S&P 500 Growth ETF in Q2 2025 and has held it in 2 quarters since.
Schnieders Capital Management's iShares S&P 500 Growth ETF position peaked at $600K in Q2 2025.
2,138 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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