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

Tradewinds 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	$97.4K	Hold	708	–	–	0.02%	165
2026 Q1	$80.1K	Hold	708	–	–	0.02%	172
2025 Q4	$87.3K	Hold	708	–	–	0.02%	167
2025 Q3	$85.5K	Sell	708 -99	-12%	-$11.4K	0.02%	159
2025 Q2	$88.9K	Sell	807 -346	-30%	-$34.2K	0.02%	150
2025 Q1	$107K	Hold	1,153	–	–	0.03%	135
2024 Q4	$117K	Hold	1,153	–	–	0.03%	140
2024 Q3	$110K	Sell	1,153 -266	-19%	-$24.6K	0.03%	128
2024 Q2	$131K	Buy	+1,419	New	+$122K	0.04%	104
2015 Q3	–	Sell	-248	Closed	-$7K	–	677
2015 Q2	$7K	Buy	+248	New	+$7.19K	﹤0.01%	450

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

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

Tradewinds Capital Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 708 shares worth $97.4K. The position accounts for 0.02% of the portfolio, ranked #165.

Tradewinds Capital Management first reported a position in IVW in Q2 2015 and has held it in 10 quarters since. The position peaked at $131K in Q2 2024. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Tradewinds Capital Management held 708 shares of iShares S&P 500 Growth ETF worth $97.4K as of Q2 2026.
Tradewinds Capital Management left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.02% of Tradewinds Capital Management's portfolio in Q2 2026, its #165 holding.
Tradewinds Capital Management first reported a position in iShares S&P 500 Growth ETF in Q2 2015 and has held it in 10 quarters since.
Tradewinds Capital Management's iShares S&P 500 Growth ETF position peaked at $131K in Q2 2024.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.