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

Soundwatch 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	$220K	Buy	+1,600	New	+$211K	0.02%	50
2025 Q3	–	Sell	-18,600	Closed	-$192K	–	88
2025 Q2	$192K	Buy	+18,600	New	+$1.84M	0.03%	138
2020 Q1	–	Sell	-6,096	Closed	-$295K	–	14
2019 Q4	$295K	Buy	+6,096	New	+$283K	0.13%	10

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

Soundwatch Capital's IVW Position: Q2 2026 in Review

Soundwatch Capital opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 1,600 shares worth $220K. The stake represents 0.02% of the portfolio and ranks #50 among its holdings. This is a return to the name: Soundwatch Capital previously reported a position in IVW as recently as Q2 2025.

Soundwatch Capital first reported a position in IVW in Q4 2019 and has held it in 3 quarters since. The position peaked at $295K in Q4 2019. 2,136 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Soundwatch Capital held 1,600 shares of iShares S&P 500 Growth ETF worth $220K as of Q2 2026.
iShares S&P 500 Growth ETF was a new Soundwatch Capital position in Q2 2026.
iShares S&P 500 Growth ETF made up 0.02% of Soundwatch Capital's portfolio in Q2 2026, its #50 holding.
Soundwatch Capital first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 3 quarters since.
Soundwatch Capital's iShares S&P 500 Growth ETF position peaked at $295K in Q4 2019.
2,136 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Soundwatch Capital's 13F filing for Q2 2026, filed 13 Aug 2026.