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 Q3	$551K	Buy	3,875 +7	+0.2%	+$970	0.12%	51
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%	+$1.12K	0.23%	54
2023 Q4	$459K	Buy	+6,112	New	+$435K	0.16%	77

Other funds holding IVW

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Main Street Group's IVW Position: Q3 2026 in Review

Main Street Group increased its iShares S&P 500 Growth ETF (IVW) stake by 0.18% in Q3 2026, buying an estimated $970 and bringing the position to 3,875 shares worth $551K. The position accounts for 0.12% of the portfolio, ranked #51.

Main Street Group first reported a position in IVW in Q4 2023 and has held it in 12 quarters since. The position peaked at $573K in Q2 2024. 1,591 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Main Street Group held 3,875 shares of iShares S&P 500 Growth ETF worth $551K as of Q3 2026.
Main Street Group bought 7 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $970.
iShares S&P 500 Growth ETF made up 0.12% of Main Street Group's portfolio in Q3 2026, its #51 holding.
Main Street Group first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 12 quarters since.
Main Street Group's iShares S&P 500 Growth ETF position peaked at $573K in Q2 2024.
1,591 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Main Street Group's 13F filing for Q3 2026, filed 28 Oct 2026.