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

Mainstream 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
2026 Q2	$945K	Sell	6,871 -5	-0.1%	-$660	0.57%	49
2026 Q1	$778K	Buy	6,876 +9	+0.1%	+$1.08K	0.52%	53
2025 Q4	$846K	Sell	6,867 -529	-7%	-$64.7K	0.55%	51
2025 Q3	$893K	Sell	7,396 -236	-3%	-$27.1K	0.59%	49
2025 Q2	$840K	Sell	7,632 -10	-0.1%	-$990	0.61%	46
2025 Q1	$709K	Buy	7,642 +907	+13%	+$91.4K	0.56%	51
2024 Q4	$684K	Buy	6,735 +433	+7%	+$43.2K	0.48%	48
2024 Q3	$603K	Buy	+6,302	New	+$582K	0.51%	50

Other funds holding IVW

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

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 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

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Mainstream Capital Management's IVW Position: Q2 2026 in Review

Mainstream Capital Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.07% in Q2 2026, selling an estimated $660 and leaving 6,871 shares worth $945K. The position accounts for 0.57% of the portfolio, ranked #49.

Mainstream Capital Management first reported a position in IVW in Q3 2024 and has held it in 8 quarters since. 501 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Mainstream Capital Management held 6,871 shares of iShares S&P 500 Growth ETF worth $945K as of Q2 2026.
Mainstream Capital Management sold 5 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $660.
iShares S&P 500 Growth ETF made up 0.57% of Mainstream Capital Management's portfolio in Q2 2026, its #49 holding.
Mainstream Capital Management first reported a position in iShares S&P 500 Growth ETF in Q3 2024 and has held it in 8 quarters since.
501 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Mainstream Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.