MCFP
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Mallini Complete Financial Planning’s iShares S&P 500 Growth ETF IVW Stock Holding History

Mallini Complete Financial Planning’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 		– Hold
0
– – – 44
2026
Q1 		– Hold
0
– – – 44
2025
Q4 		– Hold
0
– – – 42
2025
Q3 		– Hold
0
– – – 44
2025
Q2 		– Hold
0
– – – 45
2025
Q1 		– Hold
0
– – – 50
2024
Q4 		– Hold
0
– – – 48

Other funds holding IVW

Envestnet Asset Management
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PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return