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Marietta Investment Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Marietta Investment Partners’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 		$342K Hold
2,485
– – 0.06% 145
2026
Q1 		$281K Hold
2,485
– – 0.06% 141
2025
Q4 		$306K Sell
2,485
-720
-22% -$88.1K 0.06% 140
2025
Q3 		$387K Buy
+3,205
New +$369K 0.07% 134

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Marietta Investment Partners's IVW Position: Q2 2026 in Review

Marietta Investment Partners held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 2,485 shares worth $342K. The position accounts for 0.06% of the portfolio, ranked #145.

Marietta Investment Partners first reported a position in IVW in Q3 2025 and has held it in 4 quarters since. The position peaked at $387K in Q3 2025. 1,983 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Marietta Investment Partners held 2,485 shares of iShares S&P 500 Growth ETF worth $342K as of Q2 2026.
  • Marietta Investment Partners left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Growth ETF made up 0.06% of Marietta Investment Partners's portfolio in Q2 2026, its #145 holding.
  • Marietta Investment Partners first reported a position in iShares S&P 500 Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • Marietta Investment Partners's iShares S&P 500 Growth ETF position peaked at $387K in Q3 2025.
  • 1,983 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Marietta Investment Partners's 13F filing for Q2 2026, filed 12 Aug 2026.