Mach-1 Financial Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Mach-1 Financial Group’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
2025 Q4	–	Sell	-33,521	Closed	-$4.05M	–	386
2025 Q3	$4.05M	Buy	+33,521	New	+$3.86M	0.65%	30
2022 Q4	–	Sell	-185	Closed	-$9K	–	304
2022 Q3	$9K	Hold	185	–	–	0.01%	235
2022 Q2	$11K	Buy	185 +69	+59%	+$4.57K	0.01%	228
2022 Q1	$8K	Hold	116	–	–	0.01%	135
2021 Q4	$9K	Buy	+116	New	+$9.35K	0.01%	138

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Mach-1 Financial Group's IVW Position: Q4 2025 in Review

Mach-1 Financial Group sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2025, closing a stake of 33,521 shares — an estimated $4.05M sold.

Mach-1 Financial Group first reported a position in IVW in Q4 2021 and held it in 5 quarters. The position peaked at $4.05M in Q3 2025. 2,075 funds tracked by Wall St. Rank hold IVW as of Q4 2025.

Mach-1 Financial Group reported no remaining iShares S&P 500 Growth ETF position as of Q4 2025 after selling out during the quarter.
Mach-1 Financial Group sold 33,521 iShares S&P 500 Growth ETF shares in Q4 2025, an estimated $4.05M.
Mach-1 Financial Group first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and held it in 5 quarters.
Mach-1 Financial Group's iShares S&P 500 Growth ETF position peaked at $4.05M in Q3 2025.
2,075 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2025.

Based on Mach-1 Financial Group's 13F filing for Q4 2025, filed 6 Feb 2026.