Madison Wealth Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Madison Wealth Partners’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	$2.13M	Sell	15,518 -167	-1%	-$22.1K	0.27%	51
2026 Q1	$1.77M	Sell	15,685 -115	-0.7%	-$13.8K	0.28%	44
2025 Q4	$1.95M	Buy	15,800 +9,384	+146%	+$1.15M	0.36%	40
2025 Q3	$775K	Sell	6,416 -1,349	-17%	-$155K	0.15%	67
2025 Q2	$855K	Buy	7,765 +4	+0.1%	+$396	0.19%	58
2025 Q1	$720K	Buy	7,761 +466	+6%	+$47K	0.18%	65
2024 Q4	$741K	Buy	7,295 +50	+0.7%	+$4.99K	0.21%	61
2024 Q3	$694K	Hold	7,245	–	–	0.21%	63
2024 Q2	$670K	Buy	7,245 +55	+0.8%	+$4.74K	0.23%	57
2024 Q1	$607K	Hold	7,190	–	–	0.22%	58
2023 Q4	$540K	Hold	7,190	–	–	0.21%	60
2023 Q3	$492K	Buy	7,190 +14	+0.2%	+$991	0.25%	47
2023 Q2	$506K	Sell	7,176 -131	-2%	-$8.66K	0.24%	43
2023 Q1	$467K	Buy	7,307 +229	+3%	+$14K	0.24%	42
2022 Q4	$414K	Buy	7,078 +3	+0%	+$180	0.24%	48
2022 Q3	$409K	Buy	7,075 +97	+1%	+$6.3K	0.27%	45
2022 Q2	$421K	Buy	6,978 +682	+11%	+$45.1K	0.27%	41
2022 Q1	$481K	Buy	6,296 +120	+2%	+$9.02K	0.27%	39
2021 Q4	$517K	Buy	6,176 +25	+0.4%	+$2.01K	0.26%	34
2021 Q3	$455K	Buy	6,151 +313	+5%	+$23.9K	0.26%	37
2021 Q2	$425K	Buy	5,838 +572	+11%	+$39.6K	0.24%	39
2021 Q1	$336K	Hold	5,266	–	–	0.24%	34
2020 Q4	$336K	Buy	+5,266	New	+$319K	0.23%	35

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

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

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

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

Madison Wealth Partners's IVW Position: Q2 2026 in Review

Madison Wealth Partners reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.1% in Q2 2026, selling an estimated $22.1K and leaving 15,518 shares worth $2.13M. The position accounts for 0.27% of the portfolio, ranked #51.

Madison Wealth Partners first reported a position in IVW in Q4 2020 and has held it in 23 quarters since. 2,138 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Madison Wealth Partners held 15,518 shares of iShares S&P 500 Growth ETF worth $2.13M as of Q2 2026.
Madison Wealth Partners sold 167 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $22.1K.
iShares S&P 500 Growth ETF made up 0.27% of Madison Wealth Partners's portfolio in Q2 2026, its #51 holding.
Madison Wealth Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 23 quarters since.
2,138 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Madison Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.