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

Vestor 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 Q1	$6.48M	Buy	57,274 +52,628	+1,133%	+$6.33M	0.47%	54
2025 Q4	$7.54M	Sell	4,646 -60,142	-93%	-$7.36M	0.52%	39
2025 Q3	$7.82M	Buy	64,788 +56,516	+683%	+$6.5M	0.5%	46
2025 Q2	$282K	Sell	8,272 -60,618	-88%	-$6M	0.02%	124
2025 Q1	$6.39M	Sell	68,890 -4,897	-7%	-$494K	0.53%	50
2024 Q4	$7.49M	Sell	73,787 -1,522	-2%	-$152K	0.57%	42
2024 Q3	$7.21M	Sell	75,309 -1,072	-1%	-$99K	0.57%	45
2024 Q2	$7.07M	Buy	76,381 +1,289	+2%	+$111K	0.57%	38
2024 Q1	$6.34M	Sell	75,092 -881	-1%	-$70.8K	0.54%	51
2023 Q4	$5.71M	Buy	75,973 +2,339	+3%	+$166K	0.54%	51
2023 Q3	$5.04M	Buy	73,634 +3,509	+5%	+$248K	0.55%	52
2023 Q2	$4.94M	Sell	70,125 -2,689	-4%	-$178K	0.52%	54
2023 Q1	$4.65M	Buy	72,814 +4,123	+6%	+$252K	0.55%	59
2022 Q4	$4.02M	Sell	68,691 -57	-0.1%	-$3.42K	0.48%	61
2022 Q3	$3.98M	Sell	68,748 -51	-0.1%	-$3.31K	0.52%	55
2022 Q2	$4.15M	Sell	68,799 -446	-0.6%	-$29.5K	0.5%	54
2022 Q1	$5.29M	Sell	69,245 -4,253	-6%	-$320K	0.53%	55
2021 Q4	$6.15M	Sell	73,498 -1,536	-2%	-$124K	0.59%	48
2021 Q3	$5.55M	Sell	75,034 -3,671	-5%	-$280K	0.58%	52
2021 Q2	$5.72M	Sell	78,705 -1,418	-2%	-$98.1K	0.6%	50
2021 Q1	$5.22M	Sell	80,123 -7,196	-8%	-$465K	0.6%	50
2020 Q4	$5.57M	Buy	87,319 +643	+0.7%	+$39K	0.67%	42
2020 Q3	$5.01M	Buy	+86,676	New	+$4.91M	0.71%	43
2020 Q1	$4.2M	Sell	101,860 -3,704	-4%	-$175K	0.82%	43
2019 Q4	$5.11M	Sell	105,564 -2,116	-2%	-$98.1K	0.77%	47
2019 Q3	$4.85M	Buy	107,680 +7,224	+7%	+$327K	0.82%	44
2019 Q2	$4.5M	Sell	100,456 -2,884	-3%	-$127K	0.79%	41
2019 Q1	$4.45M	Buy	103,340 +7,012	+7%	+$287K	0.82%	42
2018 Q4	$3.63M	Buy	96,328 +816	+0.9%	+$33K	0.79%	42
2018 Q3	$4.23M	Buy	95,512 +1,484	+2%	+$63.8K	0.82%	42
2018 Q2	$3.82M	Buy	+94,028	New	+$3.78M	0.78%	46

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

Vestor Capital's IVW Position: Q1 2026 in Review

Vestor Capital increased its iShares S&P 500 Growth ETF (IVW) stake by 1,133% in Q1 2026, buying an estimated $6.33M and bringing the position to 57,274 shares worth $6.48M. The position accounts for 0.47% of the portfolio, ranked #54.

Vestor Capital first reported a position in IVW in Q2 2018 and has held it in 31 quarters since. The position peaked at $7.82M in Q3 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Vestor Capital held 57,274 shares of iShares S&P 500 Growth ETF worth $6.48M as of Q1 2026.
Vestor Capital bought 52,628 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $6.33M.
iShares S&P 500 Growth ETF made up 0.47% of Vestor Capital's portfolio in Q1 2026, its #54 holding.
Vestor Capital first reported a position in iShares S&P 500 Growth ETF in Q2 2018 and has held it in 31 quarters since.
Vestor Capital's iShares S&P 500 Growth ETF position peaked at $7.82M in Q3 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Vestor Capital's 13F filing for Q1 2026, filed 21 May 2026.