Marietta Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Marietta Wealth 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 Q2	$2.72M	Hold	19,742	–	–	0.28%	82
2026 Q1	$2.23M	Hold	19,742	–	–	0.27%	83
2025 Q4	$2.43M	Sell	19,742 -261	-1%	-$31.9K	0.28%	81
2025 Q3	$2.41M	Buy	20,003 +261	+1%	+$30K	0.3%	80
2025 Q2	$2.17M	Hold	19,742	–	–	0.28%	80
2025 Q1	$1.83M	Hold	19,742	–	–	0.27%	81
2024 Q4	$2M	Sell	19,742 -192	-1%	-$19.2K	0.29%	79
2024 Q3	$1.91M	Sell	19,934 -4	-0%	-$369	0.28%	81
2024 Q2	$1.85M	Sell	19,938 -4,384	-18%	-$378K	0.29%	80
2024 Q1	$2.05M	Buy	24,322 +245	+1%	+$19.7K	0.34%	81
2023 Q4	$1.81M	Hold	24,077	–	–	0.32%	82
2023 Q3	$1.65M	Hold	24,077	–	–	0.33%	83
2023 Q2	$1.7M	Sell	24,077 -151	-0.6%	-$9.98K	0.32%	85
2023 Q1	$1.55M	Hold	24,228	–	–	0.33%	84
2022 Q4	$1.42M	Hold	24,228	–	–	0.32%	86
2022 Q3	$1.4M	Hold	24,228	–	–	0.35%	80
2022 Q2	$1.46M	Hold	24,228	–	–	0.35%	83
2022 Q1	$1.85M	Hold	24,228	–	–	0.39%	81
2021 Q4	$2.03M	Hold	24,228	–	–	0.41%	81
2021 Q3	$1.79M	Hold	24,228	–	–	0.39%	82
2021 Q2	$1.76M	Sell	24,228 -436	-2%	-$30.2K	0.4%	82
2021 Q1	$1.61M	Buy	+24,664	New	+$1.59M	0.4%	83

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Marietta Wealth Management's IVW Position: Q2 2026 in Review

Marietta Wealth Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 19,742 shares worth $2.72M. The position accounts for 0.28% of the portfolio, ranked #82.

Marietta Wealth Management first reported a position in IVW in Q1 2021 and has held it in 22 quarters since. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Marietta Wealth Management held 19,742 shares of iShares S&P 500 Growth ETF worth $2.72M as of Q2 2026.
Marietta Wealth Management left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.28% of Marietta Wealth Management's portfolio in Q2 2026, its #82 holding.
Marietta Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q1 2021 and has held it in 22 quarters since.
2,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Marietta Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.