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

Maple 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 Q1	$207K	Sell	1,832 -16	-0.9%	-$1.92K	0.01%	112
2025 Q4	$228K	Buy	1,848 +32	+2%	+$3.92K	0.01%	109
2025 Q3	$219K	Buy	+1,816	New	+$209K	0.01%	104
2025 Q2	–	Sell	-2,546	Closed	-$236K	–	122
2025 Q1	$236K	Buy	+2,546	New	+$257K	0.02%	110
2024 Q3	–	Sell	-2,381	Closed	-$220K	–	113
2024 Q2	$220K	Buy	+2,381	New	+$205K	0.02%	109

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Maple Capital Management's IVW Position: Q1 2026 in Review

Maple Capital Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.87% in Q1 2026, selling an estimated $1.92K and leaving 1,832 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #112.

Maple Capital Management first reported a position in IVW in Q2 2024 and has held it in 5 quarters since. The position peaked at $236K in Q1 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Maple Capital Management held 1,832 shares of iShares S&P 500 Growth ETF worth $207K as of Q1 2026.
Maple Capital Management sold 16 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $1.92K.
iShares S&P 500 Growth ETF made up 0.01% of Maple Capital Management's portfolio in Q1 2026, its #112 holding.
Maple Capital Management first reported a position in iShares S&P 500 Growth ETF in Q2 2024 and has held it in 5 quarters since.
Maple Capital Management's iShares S&P 500 Growth ETF position peaked at $236K in Q1 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Maple Capital Management's 13F filing for Q1 2026, filed 8 May 2026.