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 Q2	$9.51M	Sell	69,178 -5,923	-8%	-$782K	1.4%	10
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 $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

Maia Wealth's IVW Position: Q2 2026 in Review

Maia Wealth reduced its iShares S&P 500 Growth ETF (IVW) stake by 7.9% in Q2 2026, selling an estimated $782K and leaving 69,178 shares worth $9.51M. The position accounts for 1.4% of the portfolio, ranked #10.

Maia Wealth first reported a position in IVW in Q4 2023 and has held it in 10 quarters since. The position peaked at $12.3M in Q4 2024. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Maia Wealth held 69,178 shares of iShares S&P 500 Growth ETF worth $9.51M as of Q2 2026.
Maia Wealth sold 5,923 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $782K.
iShares S&P 500 Growth ETF made up 1.4% of Maia Wealth's portfolio in Q2 2026, its #10 holding.
Maia Wealth first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 10 quarters since.
Maia Wealth's iShares S&P 500 Growth ETF position peaked at $12.3M in Q4 2024.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.