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 Q2	$64.2M	Sell	466,610 -5,150	-1%	-$680K	0.61%	26
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 Chicago, Illinois $424B AUM 22.96% 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

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

SCS Capital Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.1% in Q2 2026, selling an estimated $680K and leaving 466,610 shares worth $64.2M. The position accounts for 0.61% of the portfolio, ranked #26.

SCS Capital Management first reported a position in IVW in Q1 2020 and has held it in 26 quarters since. The position peaked at $66.9M in Q2 2023. 2,133 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

SCS Capital Management held 466,610 shares of iShares S&P 500 Growth ETF worth $64.2M as of Q2 2026.
SCS Capital Management sold 5,150 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $680K.
iShares S&P 500 Growth ETF made up 0.61% of SCS Capital Management's portfolio in Q2 2026, its #26 holding.
SCS Capital Management first reported a position in iShares S&P 500 Growth ETF in Q1 2020 and has held it in 26 quarters since.
SCS Capital Management's iShares S&P 500 Growth ETF position peaked at $66.9M in Q2 2023.
2,133 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on SCS Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.