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

SCS 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 		$53.4M Sell
471,760
-642
-0.1% -$77.2K 0.57% 30
2025
Q4 		$58.2M Sell
472,402
-26,650
-5% -$3.26M 0.62% 26
2025
Q3 		$60.2M Sell
499,052
-102,963
-17% -$11.8M 0.66% 23
2025
Q2 		$66.3M Buy
602,015
+29,862
+5% +$2.96M 0.73% 22
2025
Q1 		$53.1M Buy
572,153
+6,514
+1% +$657K 0.68% 21
2024
Q4 		$57.4M Buy
565,639
+82,984
+17% +$8.28M 1.18% 18
2024
Q3 		$46.2M Sell
482,655
-79,504
-14% -$7.34M 0.93% 21
2024
Q2 		$52M Buy
562,159
+10,656
+2% +$919K 1.09% 19
2024
Q1 		$46.6M Sell
551,503
-236,550
-30% -$19M 0.99% 21
2023
Q4 		$59.2M Buy
788,053
+186,432
+31% +$13.3M 1.35% 16
2023
Q3 		$41.3M Sell
601,621
-346,975
-37% -$24.6M 1.1% 16
2023
Q2 		$66.9M Buy
948,596
+311,250
+49% +$20.6M 1.64% 13
2023
Q1 		$40.7M Sell
637,346
-61,252
-9% -$3.74M 1.2% 13
2022
Q4 		$40.9M Sell
698,598
-197
-0% -$11.8K 1.2% 13
2022
Q3 		$40.4M Sell
698,795
-62,920
-8% -$4.09M 1.19% 15
2022
Q2 		$46M Sell
761,715
-61,691
-7% -$4.08M 1.27% 17
2022
Q1 		$62.9M Buy
823,406
+301,360
+58% +$22.6M 1.44% 14
2021
Q4 		$43.7M Buy
522,046
+15,020
+3% +$1.21M 0.96% 19
2021
Q3 		$37.5M Sell
507,026
-8,772
-2% -$669K 0.8% 20
2021
Q2 		$37.5M Sell
515,798
-39,669
-7% -$2.75M 0.71% 22
2021
Q1 		$36.2M Sell
555,467
-16,272
-3% -$1.05M 0.69% 20
2020
Q4 		$36.5M Sell
571,739
-44,021
-7% -$2.67M 0.72% 19
2020
Q3 		$35.6M Sell
615,760
-31,488
-5% -$1.78M 0.73% 18
2020
Q2 		$33.6M Sell
647,248
-11,448
-2% -$549K 0.74% 18
2020
Q1 		$27.2M Buy
+658,696
New +$31.1M 0.85% 18

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

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

SCS Capital Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.14% in Q1 2026, selling an estimated $77.2K and leaving 471,760 shares worth $53.4M. The position accounts for 0.57% of the portfolio, ranked #30.

SCS Capital Management first reported a position in IVW in Q1 2020 and has held it in 25 quarters since. The position peaked at $66.9M in Q2 2023. 2,041 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • SCS Capital Management held 471,760 shares of iShares S&P 500 Growth ETF worth $53.4M as of Q1 2026.
  • SCS Capital Management sold 642 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $77.2K.
  • iShares S&P 500 Growth ETF made up 0.57% of SCS Capital Management's portfolio in Q1 2026, its #30 holding.
  • SCS Capital Management first reported a position in iShares S&P 500 Growth ETF in Q1 2020 and has held it in 25 quarters since.
  • SCS Capital Management's iShares S&P 500 Growth ETF position peaked at $66.9M in Q2 2023.
  • 2,041 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on SCS Capital Management's 13F filing for Q1 2026, filed 11 May 2026.