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Private Capital’s IVW Holdings & Trades

First Buy
Q2 2026
Duration Held
1 Quarters
Largest Add
Q2 2026
+1,487 Shares
Current Position
1,487 Shares
$204,461 Value

Private Capital's IVW Position Overview

Private Capital (via Private Capital Management, LLC) currently holds 1,487 shares of iShares S&P 500 Growth ETF (IVW) worth $204,461, representing 0.02% of the portfolio. First purchased in 2026-Q2, this recently established position has been held for 1 quarters.

Based on recent 13F filings, Private Capital has initiated a new position in IVW, representing a fresh investment thesis on this company. Insufficient history to summarize additions or reductions.

Analysis based on 13F filings available since 2013 Q2

Private Capital's iShares S&P 500 Growth ETF (IVW) Holding Value Over Time

Track share changes against reported price movement

Quarterly iShares S&P 500 Growth ETF (IVW) Trades by Private Capital

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2026 +1,487 New Buy 1,487 $137.50

Private Capital's iShares S&P 500 Growth ETF Investment FAQs

Private Capital first purchased iShares S&P 500 Growth ETF (IVW) in Q2 2026, acquiring 1,487 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Private Capital has held iShares S&P 500 Growth ETF (IVW) for 1 quarters since Q2 2026.

Private Capital's largest addition to iShares S&P 500 Growth ETF (IVW) was in Q2 2026, adding 1,487 shares worth $204,461.

According to the latest 13F filing for Q2 2026, Private Capital's firm, Private Capital Management, LLC, owns 1,487 shares of iShares S&P 500 Growth ETF (IVW), valued at approximately $204,461.

As of the Q2 2026 filing, iShares S&P 500 Growth ETF (IVW) represents approximately 0.02% of Private Capital's publicly disclosed stock portfolio, making it one of their key holdings.

Private Capital's peak holding in iShares S&P 500 Growth ETF (IVW) was 1,487 shares, as reported at the end of Q2 2026.