MSG
IVW icon

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

Main Street Group’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 		$532K Buy
3,868
+1
+0% +$132 0.12% 59
2026
Q1 		$437K Buy
3,867
+2
+0.1% +$241 0.13% 62
2025
Q4 		$476K Buy
3,865
+1
+0% +$122 0.16% 49
2025
Q3 		$466K Sell
3,864
-413
-10% -$47.5K 0.14% 61
2025
Q2 		$471K Buy
4,277
+3
+0.1% +$297 0.15% 58
2025
Q1 		$397K Buy
4,274
+66
+2% +$6.65K 0.15% 63
2024
Q4 		$427K Buy
4,208
+583
+16% +$58.2K 0.16% 59
2024
Q3 		$347K Sell
3,625
-2,522
-41% -$233K 0.14% 73
2024
Q2 		$573K Buy
6,147
+21
+0.3% +$1.81K 0.24% 52
2024
Q1 		$518K Buy
6,126
+14
+0.2% +$1.13K 0.23% 54
2023
Q4 		$459K Buy
+6,112
New +$435K 0.16% 77

Other funds holding IVW

LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

Main Street Group's IVW Position: Q2 2026 in Review

Main Street Group increased its iShares S&P 500 Growth ETF (IVW) stake by 0.03% in Q2 2026, buying an estimated $132 and bringing the position to 3,868 shares worth $532K. The position accounts for 0.12% of the portfolio, ranked #59.

Main Street Group first reported a position in IVW in Q4 2023 and has held it in 11 quarters since. The position peaked at $573K in Q2 2024. 425 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Main Street Group held 3,868 shares of iShares S&P 500 Growth ETF worth $532K as of Q2 2026.
  • Main Street Group bought 1 iShares S&P 500 Growth ETF share in Q2 2026, an estimated $132.
  • iShares S&P 500 Growth ETF made up 0.12% of Main Street Group's portfolio in Q2 2026, its #59 holding.
  • Main Street Group first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • Main Street Group's iShares S&P 500 Growth ETF position peaked at $573K in Q2 2024.
  • 425 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Main Street Group's 13F filing for Q2 2026, filed 13 Jul 2026.