Main Street Financial Solutions’s iShares S&P 500 Growth ETF IVW Stock Holding History

Main Street Financial Solutions’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
2025 Q4	$548K	Sell	4,448 -383	-8%	-$46.9K	0.04%	320
2025 Q3	$583K	Buy	4,831 +383	+9%	+$44.1K	0.04%	361
2025 Q2	$490K	Sell	4,448 -2	-0%	-$198	0.04%	363
2025 Q1	$413K	Sell	4,450 -5	-0.1%	-$504	0.04%	351
2024 Q4	$452K	Buy	4,455 +180	+4%	+$18K	0.04%	305
2024 Q3	$409K	Hold	4,275	–	–	0.04%	351
2024 Q2	$396K	Hold	4,275	–	–	0.04%	368
2024 Q1	$361K	Hold	4,275	–	–	0.04%	377
2023 Q4	$321K	Hold	4,275	–	–	0.04%	352
2023 Q3	$292K	Sell	4,275 -24	-0.6%	-$1.7K	0.04%	354
2023 Q2	$303K	Hold	4,299	–	–	0.04%	350
2023 Q1	$275K	Hold	4,299	–	–	0.04%	367
2022 Q4	$251K	Hold	4,299	–	–	0.04%	370
2022 Q3	$249K	Buy	4,299 +24	+0.6%	+$1.56K	0.04%	366
2022 Q2	$258K	Sell	4,275 -1,756	-29%	-$116K	0.03%	374
2022 Q1	$461K	Sell	6,031 -512	-8%	-$38.5K	0.07%	266
2021 Q4	$547K	Sell	6,543 -150	-2%	-$12.1K	0.08%	253
2021 Q3	$495K	Buy	6,693 +2,049	+44%	+$156K	0.08%	258
2021 Q2	$338K	Sell	4,644 -50	-1%	-$3.46K	0.05%	329
2021 Q1	$306K	Sell	4,694 -54	-1%	-$3.49K	0.05%	321
2020 Q4	$303K	Buy	+4,748	New	+$288K	0.06%	291

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

Main Street Financial Solutions's IVW Position: Q4 2025 in Review

Main Street Financial Solutions reduced its iShares S&P 500 Growth ETF (IVW) stake by 7.9% in Q4 2025, selling an estimated $46.9K and leaving 4,448 shares worth $548K. The position accounts for 0.04% of the portfolio, ranked #320.

Main Street Financial Solutions first reported a position in IVW in Q4 2020 and has held it in 21 quarters since. The position peaked at $583K in Q3 2025. 2,068 funds tracked by Wall St. Rank hold IVW as of Q4 2025.

Main Street Financial Solutions held 4,448 shares of iShares S&P 500 Growth ETF worth $548K as of Q4 2025.
Main Street Financial Solutions sold 383 iShares S&P 500 Growth ETF shares in Q4 2025, an estimated $46.9K.
iShares S&P 500 Growth ETF made up 0.04% of Main Street Financial Solutions's portfolio in Q4 2025, its #320 holding.
Main Street Financial Solutions first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 21 quarters since.
Main Street Financial Solutions's iShares S&P 500 Growth ETF position peaked at $583K in Q3 2025.
2,068 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2025.

Based on Main Street Financial Solutions's 13F filing for Q4 2025, filed 17 Feb 2026.