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Manning & Napier Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Manning & Napier Advisors’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
Q1 		$692K Buy
6,114
+1,804
+42% +$217K 0.01% 261
2025
Q4 		$535K Sell
4,310
-606
-12% -$74.2K 0.01% 257
2025
Q3 		$594K Hold
4,916
– – 0.01% 250
2025
Q2 		$541K Buy
+4,916
New +$487K 0.01% 262

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Manning & Napier Advisors's IVW Position: Q1 2026 in Review

Manning & Napier Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 42% in Q1 2026, buying an estimated $217K and bringing the position to 6,114 shares worth $692K. The position accounts for 0.01% of the portfolio, ranked #261.

Manning & Napier Advisors first reported a position in IVW in Q2 2025 and has held it in 4 quarters since. 2,041 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Manning & Napier Advisors held 6,114 shares of iShares S&P 500 Growth ETF worth $692K as of Q1 2026.
  • Manning & Napier Advisors bought 1,804 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $217K.
  • iShares S&P 500 Growth ETF made up 0.01% of Manning & Napier Advisors's portfolio in Q1 2026, its #261 holding.
  • Manning & Napier Advisors first reported a position in iShares S&P 500 Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • 2,041 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Manning & Napier Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.