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

Southern Capital Advisors’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 		$4.61M Sell
33,506
-105
-0.3% -$13.9K 1.92% 14
2026
Q1 		$3.8M Buy
33,611
+319
+1% +$38.4K 1.78% 14
2025
Q4 		$4.1M Buy
33,292
+148
+0.4% +$18.1K 1.89% 15
2025
Q3 		$4M Buy
33,144
+700
+2% +$80.5K 1.88% 16
2025
Q2 		$3.57M Buy
32,444
+591
+2% +$58.5K 1.83% 16
2025
Q1 		$2.96M Sell
31,853
-5,367
-14% -$541K 1.64% 18
2024
Q4 		$3.78M Buy
37,220
+93
+0.3% +$9.28K 2.09% 14
2024
Q3 		$3.55M Buy
37,127
+1,256
+4% +$116K 2% 16
2024
Q2 		$3.32M Buy
35,871
+132
+0.4% +$11.4K 2.04% 14
2024
Q1 		$3.02M Buy
35,739
+658
+2% +$52.9K 1.83% 17
2023
Q4 		$2.63M Buy
35,081
+5,312
+18% +$378K 1.87% 16
2023
Q3 		$2.04M Sell
29,769
-1,575
-5% -$111K 1.69% 14
2023
Q2 		$2.21M Sell
31,344
-317
-1% -$21K 1.69% 13
2023
Q1 		$2.02M Buy
31,661
+2,722
+9% +$166K 1.5% 16
2022
Q4 		$1.69M Buy
28,939
+4,033
+16% +$242K 1.31% 20
2022
Q3 		$1.44M Buy
24,906
+184
+0.7% +$12K 1.18% 20
2022
Q2 		$1.49M Buy
24,722
+807
+3% +$53.4K 1.18% 19
2022
Q1 		$1.83M Sell
23,915
-4,070
-15% -$306K 1.25% 18
2021
Q4 		$2.34M Buy
+27,985
New +$2.25M 1.45% 19

Other funds holding IVW

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
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
JC
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Southern Capital Advisors's IVW Position: Q2 2026 in Review

Southern Capital Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.31% in Q2 2026, selling an estimated $13.9K and leaving 33,506 shares worth $4.61M. The position accounts for 1.92% of the portfolio, ranked #14.

Southern Capital Advisors first reported a position in IVW in Q4 2021 and has held it in 19 quarters since. 1,117 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Southern Capital Advisors held 33,506 shares of iShares S&P 500 Growth ETF worth $4.61M as of Q2 2026.
  • Southern Capital Advisors sold 105 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $13.9K.
  • iShares S&P 500 Growth ETF made up 1.92% of Southern Capital Advisors's portfolio in Q2 2026, its #14 holding.
  • Southern Capital Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,117 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Southern Capital Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.