Mainstay Capital Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Mainstay Capital Management’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 Q3	–	Sell	-2,656	Closed	-$292K	–	136
2025 Q2	$292K	Buy	+2,656	New	+$263K	0.01%	126
2018 Q4	–	Sell	-3,144	Closed	-$139K	–	236
2018 Q3	$139K	Hold	3,144	–	–	0.09%	120
2018 Q2	$128K	Buy	3,144 +4	+0.1%	+$161	0.1%	101
2018 Q1	$121K	Sell	3,140 -4	-0.1%	-$160	0.09%	106
2017 Q4	$120K	Buy	+3,144	New	+$117K	0.1%	117

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Mainstay Capital Management's IVW Position: Q3 2025 in Review

Mainstay Capital Management sold out of iShares S&P 500 Growth ETF (IVW) in Q3 2025, closing a stake of 2,656 shares — an estimated $292K sold.

Mainstay Capital Management first reported a position in IVW in Q4 2017 and held it in 5 quarters. The position peaked at $292K in Q2 2025. 1,941 funds tracked by Wall St. Rank hold IVW as of Q3 2025.

Mainstay Capital Management reported no remaining iShares S&P 500 Growth ETF position as of Q3 2025 after selling out during the quarter.
Mainstay Capital Management sold 2,656 iShares S&P 500 Growth ETF shares in Q3 2025, an estimated $292K.
Mainstay Capital Management first reported a position in iShares S&P 500 Growth ETF in Q4 2017 and held it in 5 quarters.
Mainstay Capital Management's iShares S&P 500 Growth ETF position peaked at $292K in Q2 2025.
1,941 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2025.

Based on Mainstay Capital Management's 13F filing for Q3 2025, filed 10 Dec 2025.