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

Scotia 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
Q1 		$613K Sell
5,417
-3,085
-36% -$371K ﹤0.01% 637
2025
Q4 		$1.05M Buy
8,502
+1,165
+16% +$143K ﹤0.01% 559
2025
Q3 		$886K Sell
7,337
-80
-1% -$9.2K ﹤0.01% 587
2025
Q2 		$817K Buy
7,417
+365
+5% +$36.1K ﹤0.01% 562
2025
Q1 		$655K Sell
7,052
-240
-3% -$24.2K ﹤0.01% 572
2024
Q4 		$740K Buy
7,292
+81
+1% +$8.08K ﹤0.01% 569
2024
Q3 		$690K Sell
7,211
-215
-3% -$19.9K ﹤0.01% 569
2024
Q2 		$687K Sell
7,426
-2,324
-24% -$200K ﹤0.01% 558
2024
Q1 		$823K Buy
9,750
+410
+4% +$32.9K ﹤0.01% 528
2023
Q4 		$701K Sell
9,340
-16
-0.2% -$1.14K ﹤0.01% 522
2023
Q3 		$640K Buy
9,356
+9
+0.1% +$637 ﹤0.01% 522
2023
Q2 		$659K Sell
9,347
-1,982
-17% -$131K ﹤0.01% 506
2023
Q1 		$724K Buy
11,329
+312
+3% +$19.1K 0.01% 489
2022
Q4 		$645K Sell
11,017
-90
-0.8% -$5.4K 0.01% 525
2022
Q3 		$643K Sell
11,107
-224
-2% -$14.6K 0.01% 515
2022
Q2 		$684K Sell
11,331
-46
-0.4% -$3.04K 0.01% 526
2022
Q1 		$869K Sell
11,377
-39,386
-78% -$2.96M 0.01% 531
2021
Q4 		$4.25M Buy
50,763
+40,822
+411% +$3.29M 0.03% 287
2021
Q3 		$735K Sell
9,941
-4,530
-31% -$345K 0.01% 569
2021
Q2 		$1.05M Sell
14,471
-669
-4% -$46.3K 0.01% 503
2021
Q1 		$986K Buy
15,140
+270
+2% +$17.5K 0.01% 489
2020
Q4 		$949K Sell
14,870
-1,038
-7% -$62.9K 0.01% 457
2020
Q3 		$919K Buy
15,908
+324
+2% +$18.3K 0.01% 410
2020
Q2 		$810K Buy
15,584
+4,420
+40% +$212K 0.01% 369
2020
Q1 		$461K Buy
11,164
+20
+0.2% +$946 0.01% 446
2019
Q4 		$540K Buy
11,144
+652
+6% +$30.2K 0.01% 501
2019
Q3 		$472K Buy
+10,492
New +$475K 0.01% 532

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

Scotia Capital's IVW Position: Q1 2026 in Review

Scotia Capital reduced its iShares S&P 500 Growth ETF (IVW) stake by 36% in Q1 2026, selling an estimated $371K and leaving 5,417 shares worth $613K. The position accounts for ﹤0.01% of the portfolio, ranked #637.

Scotia Capital first reported a position in IVW in Q3 2019 and has held it in 27 quarters since. The position peaked at $4.25M in Q4 2021. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Scotia Capital held 5,417 shares of iShares S&P 500 Growth ETF worth $613K as of Q1 2026.
  • Scotia Capital sold 3,085 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $371K.
  • iShares S&P 500 Growth ETF made up ﹤0.01% of Scotia Capital's portfolio in Q1 2026, its #637 holding.
  • Scotia Capital first reported a position in iShares S&P 500 Growth ETF in Q3 2019 and has held it in 27 quarters since.
  • Scotia Capital's iShares S&P 500 Growth ETF position peaked at $4.25M in Q4 2021.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Scotia Capital's 13F filing for Q1 2026, filed 13 May 2026.