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

Verus Capital Partners’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	$6.3M	Buy	55,738 +2,215	+4%	+$266K	0.43%	47
2025 Q4	$6.6M	Buy	53,523 +2,058	+4%	+$252K	0.44%	40
2025 Q3	$6.21M	Buy	51,465 +62	+0.1%	+$7.13K	0.48%	37
2025 Q2	$5.66M	Buy	51,403 +446	+0.9%	+$44.1K	0.5%	37
2025 Q1	$4.73M	Sell	50,957 -387	-0.8%	-$39K	0.47%	36
2024 Q4	$5.21M	Sell	51,344 -7,100	-12%	-$708K	0.5%	29
2024 Q3	$5.6M	Buy	58,444 +10,281	+21%	+$949K	0.55%	27
2024 Q2	$4.46M	Buy	48,163 +23,084	+92%	+$1.99M	0.46%	30
2024 Q1	$2.12M	Buy	25,079 +12,829	+105%	+$1.03M	0.23%	64
2023 Q4	$920K	Buy	12,250 +6,213	+103%	+$442K	0.11%	116
2023 Q3	$413K	Buy	+6,037	New	+$427K	0.06%	187
2020 Q1	$77K	Sell	1,860 -400	-18%	-$18.9K	0.02%	375
2019 Q4	$109K	Buy	+2,260	New	+$105K	0.04%	356

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

Verus Capital Partners's IVW Position: Q1 2026 in Review

Verus Capital Partners increased its iShares S&P 500 Growth ETF (IVW) stake by 4.1% in Q1 2026, buying an estimated $266K and bringing the position to 55,738 shares worth $6.3M. The position accounts for 0.43% of the portfolio, ranked #47.

Verus Capital Partners first reported a position in IVW in Q4 2019 and has held it in 13 quarters since. The position peaked at $6.6M in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Verus Capital Partners held 55,738 shares of iShares S&P 500 Growth ETF worth $6.3M as of Q1 2026.
Verus Capital Partners bought 2,215 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $266K.
iShares S&P 500 Growth ETF made up 0.43% of Verus Capital Partners's portfolio in Q1 2026, its #47 holding.
Verus Capital Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 13 quarters since.
Verus Capital Partners's iShares S&P 500 Growth ETF position peaked at $6.6M in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Verus Capital Partners's 13F filing for Q1 2026, filed 22 May 2026.