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
2026 Q2	$1.71M	Buy	12,401 +6,985	+129%	+$922K	0.11%	175
2026 Q1	$613K	Buy	5,416 +968	+22%	+$116K	0.04%	307
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 $424B AUM 22.9% 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

Main Street Financial Solutions's IVW Position: Q2 2026 in Review

Main Street Financial Solutions increased its iShares S&P 500 Growth ETF (IVW) stake by 129% in Q2 2026, buying an estimated $922K and bringing the position to 12,401 shares worth $1.71M. The position accounts for 0.11% of the portfolio, ranked #175.

Main Street Financial Solutions first reported a position in IVW in Q4 2020 and has held it in 23 quarters since. 2,138 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Main Street Financial Solutions held 12,401 shares of iShares S&P 500 Growth ETF worth $1.71M as of Q2 2026.
Main Street Financial Solutions bought 6,985 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $922K.
iShares S&P 500 Growth ETF made up 0.11% of Main Street Financial Solutions's portfolio in Q2 2026, its #175 holding.
Main Street Financial Solutions first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 23 quarters since.
2,138 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Main Street Financial Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.