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

SOL 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 		– Sell
-12,258
Closed -$1.51M – 171
2025
Q4 		$1.51M Buy
12,258
+5
+0% +$612 0.14% 148
2025
Q3 		$1.48M Sell
12,253
-521
-4% -$59.9K 0.13% 149
2025
Q2 		$1.41M Buy
12,774
+140
+1% +$13.9K 0.14% 146
2025
Q1 		$1.17M Sell
12,634
-800
-6% -$80.7K 0.13% 149
2024
Q4 		$1.36M Buy
13,434
+10
+0.1% +$998 0.15% 137
2024
Q3 		$1.28M Sell
13,424
-25
-0.2% -$2.31K 0.14% 142
2024
Q2 		$1.25M Sell
13,449
-20
-0.1% -$1.72K 0.15% 142
2024
Q1 		$1.14M Hold
13,469
– – 0.14% 150
2023
Q4 		$1.01M Buy
13,469
+300
+2% +$21.4K 0.14% 154
2023
Q3 		$901K Buy
13,169
+10
+0.1% +$708 0.14% 150
2023
Q2 		$927K Sell
13,159
-310
-2% -$20.5K 0.14% 152
2023
Q1 		$861K Buy
13,469
+75
+0.6% +$4.58K 0.14% 156
2022
Q4 		$784K Hold
13,394
– – 0.14% 158
2022
Q3 		$775K Hold
13,394
– – 0.16% 144
2022
Q2 		$808K Hold
13,394
– – 0.16% 140
2022
Q1 		$1.02M Hold
13,394
– – 0.18% 129
2021
Q4 		$1.12M Hold
13,394
– – 0.2% 121
2021
Q3 		$990K Hold
13,394
– – 0.2% 117
2021
Q2 		$974K Sell
13,394
-1,250
-9% -$86.5K 0.19% 115
2021
Q1 		$953K Hold
14,644
– – 0.2% 112
2020
Q4 		$935K Hold
14,644
– – 0.22% 107
2020
Q3 		$846K Sell
14,644
-160
-1% -$9.06K 0.23% 107
2020
Q2 		$768K Buy
14,804
+4
+0% +$192 0.22% 109
2020
Q1 		$611K Sell
14,800
-40
-0.3% -$1.89K 0.2% 113
2019
Q4 		$718K Buy
14,840
+1,100
+8% +$51K 0.18% 126
2019
Q3 		$618K Buy
13,740
+8,160
+146% +$369K 0.17% 140
2019
Q2 		$250K Sell
5,580
-40
-0.7% -$1.76K 0.07% 217
2019
Q1 		$242K Buy
5,620
+20
+0.4% +$819 0.07% 220
2018
Q4 		$211K Buy
+5,600
New +$227K 0.07% 223

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

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

SOL Capital Management sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2026, closing a stake of 12,258 shares — an estimated $1.51M sold.

SOL Capital Management first reported a position in IVW in Q4 2018 and held it in 29 quarters. The position peaked at $1.51M in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • SOL Capital Management reported no remaining iShares S&P 500 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • SOL Capital Management sold 12,258 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $1.51M.
  • SOL Capital Management first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and held it in 29 quarters.
  • SOL Capital Management's iShares S&P 500 Growth ETF position peaked at $1.51M in Q4 2025.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on SOL Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.