Magnolia Private Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.33M Buy
9,636
+7,341
+320% +$969K 0.73% 35
2026
Q1
$260K Buy
+2,295
New +$276K 0.17% 111

Other funds holding IVW

Magnolia Private Wealth's IVW Position: Q2 2026 in Review

Magnolia Private Wealth increased its iShares S&P 500 Growth ETF (IVW) stake by 320% in Q2 2026, buying an estimated $969K and bringing the position to 9,636 shares worth $1.33M. The position accounts for 0.73% of the portfolio, ranked #35.

Magnolia Private Wealth first reported a position in IVW in Q1 2026 and has held it in 2 quarters since. 2,136 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Magnolia Private Wealth held 9,636 shares of iShares S&P 500 Growth ETF worth $1.33M as of Q2 2026.
  • Magnolia Private Wealth bought 7,341 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $969K.
  • iShares S&P 500 Growth ETF made up 0.73% of Magnolia Private Wealth's portfolio in Q2 2026, its #35 holding.
  • Magnolia Private Wealth first reported a position in iShares S&P 500 Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,136 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Magnolia Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.