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

Maia Wealth’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 Q1	$8.49M	Sell	75,101 -4,081	-5%	-$491K	1.44%	9
2025 Q4	$9.46M	Sell	79,182 -13,826	-15%	-$1.69M	1.61%	10
2025 Q3	$11.6M	Sell	93,008 -452	-0.5%	-$52K	1.95%	6
2025 Q2	$10.3M	Sell	93,460 -21,933	-19%	-$2.17M	1.96%	6
2025 Q1	$10.5M	Sell	115,393 -4,371	-4%	-$441K	2.38%	5
2024 Q4	$12.3M	Buy	119,764 +4,527	+4%	+$452K	2.64%	5
2024 Q3	$11.2M	Buy	115,237 +15,616	+16%	+$1.44M	2.76%	5
2024 Q2	$9.57M	Buy	+99,621	New	+$8.59M	2.88%	5
2023 Q4	$1.9M	Buy	+25,365	New	+$1.81M	0.77%	35

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Maia Wealth's IVW Position: Q1 2026 in Review

Maia Wealth reduced its iShares S&P 500 Growth ETF (IVW) stake by 5.2% in Q1 2026, selling an estimated $491K and leaving 75,101 shares worth $8.49M. The position accounts for 1.44% of the portfolio, ranked #9.

Maia Wealth first reported a position in IVW in Q4 2023 and has held it in 9 quarters since. The position peaked at $12.3M in Q4 2024. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Maia Wealth held 75,101 shares of iShares S&P 500 Growth ETF worth $8.49M as of Q1 2026.
Maia Wealth sold 4,081 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $491K.
iShares S&P 500 Growth ETF made up 1.44% of Maia Wealth's portfolio in Q1 2026, its #9 holding.
Maia Wealth first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 9 quarters since.
Maia Wealth's iShares S&P 500 Growth ETF position peaked at $12.3M in Q4 2024.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Maia Wealth's 13F filing for Q1 2026, filed 8 May 2026.