Madrona Financial Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

Madrona Financial Services’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	$2.76M	Sell	20,105 -505	-2%	-$66.7K	0.51%	31
2026 Q1	$2.33M	Sell	20,610 -8,486	-29%	-$1.02M	0.51%	32
2025 Q4	$3.59M	Sell	29,096 -1,982	-6%	-$243K	0.77%	25
2025 Q3	$3.75M	Sell	31,078 -1,461	-4%	-$168K	0.83%	25
2025 Q2	$3.58M	Sell	32,539 -1,409	-4%	-$139K	0.86%	24
2025 Q1	$3.15M	Sell	33,948 -110,854	-77%	-$11.2M	0.87%	26
2024 Q4	$14.7M	Buy	144,802 +6,198	+4%	+$618K	4%	6
2024 Q3	$13.3M	Buy	138,604 +5,519	+4%	+$510K	3.69%	6
2024 Q2	$12.3M	Buy	133,085 +83,609	+169%	+$7.21M	3.78%	7
2024 Q1	$4.18M	Buy	49,476 +18,500	+60%	+$1.49M	1.45%	20
2023 Q4	$2.33M	Buy	30,976 +4,263	+16%	+$303K	0.92%	28
2023 Q3	$1.83M	Buy	+26,713	New	+$1.89M	0.83%	26

Other funds holding IVW

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

EWA

Encompass Wealth Advisors Portland, Oregon $328M AUM 26.97% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Madrona Financial Services's IVW Position: Q2 2026 in Review

Madrona Financial Services reduced its iShares S&P 500 Growth ETF (IVW) stake by 2.5% in Q2 2026, selling an estimated $66.7K and leaving 20,105 shares worth $2.76M. The position accounts for 0.51% of the portfolio, ranked #31.

Madrona Financial Services first reported a position in IVW in Q3 2023 and has held it in 12 quarters since. The position peaked at $14.7M in Q4 2024. 686 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Madrona Financial Services held 20,105 shares of iShares S&P 500 Growth ETF worth $2.76M as of Q2 2026.
Madrona Financial Services sold 505 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $66.7K.
iShares S&P 500 Growth ETF made up 0.51% of Madrona Financial Services's portfolio in Q2 2026, its #31 holding.
Madrona Financial Services first reported a position in iShares S&P 500 Growth ETF in Q3 2023 and has held it in 12 quarters since.
Madrona Financial Services's iShares S&P 500 Growth ETF position peaked at $14.7M in Q4 2024.
686 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Madrona Financial Services's 13F filing for Q2 2026, filed 17 Jul 2026.