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 Q3	$1.7M	Buy	11,950 +5,079	+74%	+$704K	1%	28
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

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Mainstream Capital Management's IVW Position: Q3 2026 in Review

Mainstream Capital Management increased its iShares S&P 500 Growth ETF (IVW) stake by 74% in Q3 2026, buying an estimated $704K and bringing the position to 11,950 shares worth $1.7M. The position accounts for 1% of the portfolio, ranked #28.

Mainstream Capital Management first reported a position in IVW in Q3 2024 and has held it in 9 quarters since. 766 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Mainstream Capital Management held 11,950 shares of iShares S&P 500 Growth ETF worth $1.7M as of Q3 2026.
Mainstream Capital Management bought 5,079 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $704K.
iShares S&P 500 Growth ETF made up 1% of Mainstream Capital Management's portfolio in Q3 2026, its #28 holding.
Mainstream Capital Management first reported a position in iShares S&P 500 Growth ETF in Q3 2024 and has held it in 9 quarters since.
766 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Mainstream Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.