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J. Mark Nickell & Co’s iShares S&P 500 Growth ETF IVW Stock Holding History

J. Mark Nickell & Co’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 		$6.2M Sell
45,096
-3,051
-6% -$403K 4.95% 8
2026
Q1 		$5.45M Buy
48,147
+2,219
+5% +$267K 4.92% 9
2025
Q4 		$5.66M Buy
+45,928
New +$5.62M 5.23% 8

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

J. Mark Nickell & Co's IVW Position: Q2 2026 in Review

J. Mark Nickell & Co reduced its iShares S&P 500 Growth ETF (IVW) stake by 6.3% in Q2 2026, selling an estimated $403K and leaving 45,096 shares worth $6.2M. The position accounts for 4.95% of the portfolio, ranked #8.

J. Mark Nickell & Co first reported a position in IVW in Q4 2025 and has held it in 3 quarters since. 2,127 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • J. Mark Nickell & Co held 45,096 shares of iShares S&P 500 Growth ETF worth $6.2M as of Q2 2026.
  • J. Mark Nickell & Co sold 3,051 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $403K.
  • iShares S&P 500 Growth ETF made up 4.95% of J. Mark Nickell & Co's portfolio in Q2 2026, its #8 holding.
  • J. Mark Nickell & Co first reported a position in iShares S&P 500 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,127 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on J. Mark Nickell & Co's 13F filing for Q2 2026, filed 11 Aug 2026.