Waterloo Capital’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
Other funds holding IVW
Waterloo Capital's IVW Position: Q2 2026 in Review
Waterloo Capital opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 9,848 shares worth $1.35M. The stake represents 0.08% of the portfolio and ranks #210 among its holdings. This is a return to the name: Waterloo Capital previously reported a position in IVW as recently as Q2 2024.
Waterloo Capital first reported a position in IVW in Q1 2020 and has held it in 3 quarters since. The position peaked at $3.13M in Q1 2020. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.
- Waterloo Capital held 9,848 shares of iShares S&P 500 Growth ETF worth $1.35M as of Q2 2026.
- iShares S&P 500 Growth ETF was a new Waterloo Capital position in Q2 2026.
- iShares S&P 500 Growth ETF made up 0.08% of Waterloo Capital's portfolio in Q2 2026, its #210 holding.
- Waterloo Capital first reported a position in iShares S&P 500 Growth ETF in Q1 2020 and has held it in 3 quarters since.
- Waterloo Capital's iShares S&P 500 Growth ETF position peaked at $3.13M in Q1 2020.
- 2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.
Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.