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

Shearwater 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 Q2	$527K	Hold	3,830	–	–	0.25%	41
2026 Q1	$433K	Hold	3,830	–	–	0.23%	40
2025 Q4	$472K	Hold	3,830	–	–	0.27%	36
2025 Q3	$462K	Hold	3,830	–	–	0.27%	34
2025 Q2	$422K	Hold	3,830	–	–	0.27%	35
2025 Q1	$356K	Sell	3,830 -125	-3%	-$12.6K	0.25%	36
2024 Q4	$402K	Sell	3,955 -221	-5%	-$22K	0.27%	35
2024 Q3	$400K	Sell	4,176 -148	-3%	-$13.7K	0.28%	34
2024 Q2	$400K	Sell	4,324 -177	-4%	-$15.3K	0.29%	32
2024 Q1	$380K	Sell	4,501 -182	-4%	-$14.6K	0.28%	32
2023 Q4	$352K	Sell	4,683 -152	-3%	-$10.8K	0.28%	33
2023 Q3	$331K	Hold	4,835	–	–	0.3%	32
2023 Q2	$341K	Sell	4,835 -88	-2%	-$5.82K	0.3%	32
2023 Q1	$315K	Hold	4,923	–	–	0.29%	31
2022 Q4	$288K	Hold	4,923	–	–	0.29%	29
2022 Q3	$285K	Hold	4,923	–	–	0.32%	28
2022 Q2	$297K	Hold	4,923	–	–	0.32%	28
2022 Q1	$376K	Hold	4,923	–	–	0.35%	26
2021 Q4	$412K	Buy	+4,923	New	+$397K	0.35%	23

Other funds holding IVW

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

CWM

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Shearwater Capital's IVW Position: Q2 2026 in Review

Shearwater Capital held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 3,830 shares worth $527K. The position accounts for 0.25% of the portfolio, ranked #41.

Shearwater Capital first reported a position in IVW in Q4 2021 and has held it in 19 quarters since. 1,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Shearwater Capital held 3,830 shares of iShares S&P 500 Growth ETF worth $527K as of Q2 2026.
Shearwater Capital left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.25% of Shearwater Capital's portfolio in Q2 2026, its #41 holding.
Shearwater Capital first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 19 quarters since.
1,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Shearwater Capital's 13F filing for Q2 2026, filed 8 Jul 2026.