Madson Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Madson Wealth Advisors’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	$547K	Sell	3,978 -2,489	-38%	-$329K	0.37%	47
2026 Q1	$732K	Buy	+6,467	New	+$778K	0.61%	33

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

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

Madson Wealth Advisors's IVW Position: Q2 2026 in Review

Madson Wealth Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 38% in Q2 2026, selling an estimated $329K and leaving 3,978 shares worth $547K. The position accounts for 0.37% of the portfolio, ranked #47.

Madson Wealth Advisors first reported a position in IVW in Q1 2026 and has held it in 2 quarters since. The position peaked at $732K in Q1 2026. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Madson Wealth Advisors held 3,978 shares of iShares S&P 500 Growth ETF worth $547K as of Q2 2026.
Madson Wealth Advisors sold 2,489 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $329K.
iShares S&P 500 Growth ETF made up 0.37% of Madson Wealth Advisors's portfolio in Q2 2026, its #47 holding.
Madson Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2026 and has held it in 2 quarters since.
Madson Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $732K in Q1 2026.
2,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Madson Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.