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

Wedmont Private 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 		$4.55M Sell
32,822
-220
-0.7% -$29.1K 0.12% 96
2026
Q1 		$3.94M Buy
33,042
+23,817
+258% +$2.86M 0.13% 91
2025
Q4 		$1.15M Sell
9,225
-502
-5% -$61.4K 0.04% 254
2025
Q3 		$1.18M Buy
9,727
+220
+2% +$25.3K 0.04% 239
2025
Q2 		$1.05M Buy
9,507
+298
+3% +$29.5K 0.05% 248
2025
Q1 		$832K Hold
9,209
– – 0.04% 256
2024
Q4 		$931K Sell
9,209
-1,202
-12% -$120K 0.05% 235
2024
Q3 		$985K Buy
10,411
+84
+0.8% +$7.75K 0.06% 204
2024
Q2 		$989K Buy
10,327
+2
+0% +$172 0.06% 197
2024
Q1 		$870K Buy
10,325
+1
+0% +$80 0.06% 204
2023
Q4 		$769K Buy
10,324
+1
+0% +$71 0.06% 211
2023
Q3 		$720K Sell
10,323
-1,927
-16% -$136K 0.07% 183
2023
Q2 		$873K Buy
+12,250
New +$810K 0.09% 146
2022
Q2 		– Sell
-2,599
Closed -$202K – 362
2022
Q1 		$202K Buy
+2,599
New +$195K 0.05% 315

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
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
EL
EWA LLC Pittsbugh, Pennsylvania $548M AUM 35.14% 1-Year Est. Return

Wedmont Private Capital's IVW Position: Q2 2026 in Review

Wedmont Private Capital reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.67% in Q2 2026, selling an estimated $29.1K and leaving 32,822 shares worth $4.55M. The position accounts for 0.12% of the portfolio, ranked #96.

Wedmont Private Capital first reported a position in IVW in Q1 2022 and has held it in 14 quarters since. 393 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Wedmont Private Capital held 32,822 shares of iShares S&P 500 Growth ETF worth $4.55M as of Q2 2026.
  • Wedmont Private Capital sold 220 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $29.1K.
  • iShares S&P 500 Growth ETF made up 0.12% of Wedmont Private Capital's portfolio in Q2 2026, its #96 holding.
  • Wedmont Private Capital first reported a position in iShares S&P 500 Growth ETF in Q1 2022 and has held it in 14 quarters since.
  • 393 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.