VC
IVW icon

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

Veery 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 		$516K Buy
3,754
+152
+4% +$20.1K 0.14% 52
2026
Q1 		$407K Buy
3,602
+388
+12% +$46.7K 0.12% 50
2025
Q4 		$396K Buy
3,214
+308
+11% +$37.7K 0.12% 53
2025
Q3 		$351K Sell
2,906
-312
-10% -$35.9K 0.11% 56
2025
Q2 		$354K Hold
3,218
– – 0.12% 51
2025
Q1 		$299K Buy
3,218
+378
+13% +$38.1K 0.12% 56
2024
Q4 		$288K Sell
2,840
-30
-1% -$2.99K 0.11% 64
2024
Q3 		$275K Buy
2,870
+88
+3% +$8.13K 0.1% 70
2024
Q2 		$257K Buy
2,782
+91
+3% +$7.84K 0.1% 81
2024
Q1 		$227K Buy
+2,691
New +$216K 0.09% 85
2022
Q3 		– Sell
-3,333
Closed -$201K – 75
2022
Q2 		$201K Sell
3,333
-374
-10% -$24.8K 0.12% 68
2022
Q1 		$283K Sell
3,707
-322
-8% -$24.2K 0.16% 61
2021
Q4 		$337K Buy
4,029
+12
+0.3% +$967 0.18% 58
2021
Q3 		$297K Buy
4,017
+12
+0.3% +$915 0.17% 61
2021
Q2 		$291K Buy
4,005
+682
+21% +$47.2K 0.17% 61
2021
Q1 		$216K Buy
+3,323
New +$215K 0.14% 66

Other funds holding IVW

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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

Veery Capital's IVW Position: Q2 2026 in Review

Veery Capital increased its iShares S&P 500 Growth ETF (IVW) stake by 4.2% in Q2 2026, buying an estimated $20.1K and bringing the position to 3,754 shares worth $516K. The position accounts for 0.14% of the portfolio, ranked #52.

Veery Capital first reported a position in IVW in Q1 2021 and has held it in 16 quarters since. 425 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Veery Capital held 3,754 shares of iShares S&P 500 Growth ETF worth $516K as of Q2 2026.
  • Veery Capital bought 152 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $20.1K.
  • iShares S&P 500 Growth ETF made up 0.14% of Veery Capital's portfolio in Q2 2026, its #52 holding.
  • Veery Capital first reported a position in iShares S&P 500 Growth ETF in Q1 2021 and has held it in 16 quarters since.
  • 425 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Veery Capital's 13F filing for Q2 2026, filed 9 Jul 2026.