U.S. Capital Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

U.S. Capital Wealth 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 Q1	$1.33M	Buy	11,787 +1,611	+16%	+$194K	0.03%	437
2025 Q4	$1.25M	Sell	10,176 -291	-3%	-$35.6K	0.03%	436
2025 Q3	$1.26M	Buy	10,467 +62	+0.6%	+$7.13K	0.03%	428
2025 Q2	$1.15M	Buy	10,405 +543	+6%	+$53.7K	0.03%	401
2025 Q1	$915K	Sell	9,862 -11,416	-54%	-$1.15M	0.03%	444
2024 Q4	$2.16M	Sell	21,278 -302	-1%	-$30.1K	0.07%	284
2024 Q3	$2.07M	Sell	21,580 -3,041	-12%	-$281K	0.07%	243
2024 Q2	$2.28M	Buy	24,621 +9,506	+63%	+$820K	0.09%	219
2024 Q1	$1.28M	Buy	15,115 +7,047	+87%	+$566K	0.05%	309
2023 Q4	$606K	Sell	8,068 -822	-9%	-$58.5K	0.02%	413
2023 Q3	$608K	Buy	8,890 +4,786	+117%	+$339K	0.03%	395
2023 Q2	$289K	Sell	4,104 -370	-8%	-$24.5K	0.01%	542
2023 Q1	$286K	Hold	4,474	–	–	0.01%	551
2022 Q4	$262K	Hold	4,474	–	–	0.01%	559
2022 Q3	$259K	Hold	4,474	–	–	0.01%	542
2022 Q2	$270K	Sell	4,474 -700	-14%	-$46.3K	0.01%	570
2022 Q1	$395K	Buy	5,174 +417	+9%	+$31.3K	0.01%	554
2021 Q4	$398K	Buy	+4,757	New	+$383K	0.02%	555

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

U.S. Capital Wealth Advisors's IVW Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 16% in Q1 2026, buying an estimated $194K and bringing the position to 11,787 shares worth $1.33M. The position accounts for 0.03% of the portfolio, ranked #437.

U.S. Capital Wealth Advisors first reported a position in IVW in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.28M in Q2 2024. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

U.S. Capital Wealth Advisors held 11,787 shares of iShares S&P 500 Growth ETF worth $1.33M as of Q1 2026.
U.S. Capital Wealth Advisors bought 1,611 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $194K.
iShares S&P 500 Growth ETF made up 0.03% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #437 holding.
U.S. Capital Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 18 quarters since.
U.S. Capital Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $2.28M in Q2 2024.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.