M3 Advisory Group’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
Other funds holding IVW
M3 Advisory Group's IVW Position: Q1 2026 in Review
M3 Advisory Group held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2026 at 2,780 shares worth $314K. The position accounts for 0.19% of the portfolio, ranked #89.
M3 Advisory Group first reported a position in IVW in Q1 2024 and has held it in 9 quarters since. The position peaked at $343K in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.
- M3 Advisory Group held 2,780 shares of iShares S&P 500 Growth ETF worth $314K as of Q1 2026.
- M3 Advisory Group left its iShares S&P 500 Growth ETF share count unchanged in Q1 2026.
- iShares S&P 500 Growth ETF made up 0.19% of M3 Advisory Group's portfolio in Q1 2026, its #89 holding.
- M3 Advisory Group first reported a position in iShares S&P 500 Growth ETF in Q1 2024 and has held it in 9 quarters since.
- M3 Advisory Group's iShares S&P 500 Growth ETF position peaked at $343K in Q4 2025.
- 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.
Based on M3 Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.