Market Street Wealth Management Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Market Street Wealth Management 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 Q2	$2.24M	Sell	16,305 -328	-2%	-$43.3K	0.32%	37
2026 Q1	$1.88M	Sell	16,633 -332	-2%	-$39.9K	0.3%	40
2025 Q4	$2.09M	Hold	16,965	–	–	0.33%	38
2025 Q3	$2.05M	Sell	16,965 -117	-0.7%	-$13.5K	0.33%	40
2025 Q2	$1.88M	Sell	17,082 -76	-0.4%	-$7.52K	0.31%	42
2025 Q1	$1.59M	Sell	17,158 -141	-0.8%	-$14.2K	0.27%	42
2024 Q4	$1.76M	Sell	17,299 -58	-0.3%	-$5.79K	0.29%	40
2024 Q3	$1.66M	Hold	17,357	–	–	0.27%	43
2024 Q2	$1.61M	Sell	17,357 -59	-0.3%	-$5.09K	0.28%	44
2024 Q1	$1.47M	Sell	17,416 -894	-5%	-$71.8K	0.26%	44
2023 Q4	$1.38M	Sell	18,310 -2,412	-12%	-$172K	0.29%	47
2023 Q3	$1.42M	Buy	20,722 +1,967	+10%	+$139K	0.36%	43
2023 Q2	$1.32M	Sell	18,755 -87	-0.5%	-$5.75K	0.34%	43
2023 Q1	$1.2M	Sell	18,842 -1,157	-6%	-$70.7K	0.32%	46
2022 Q4	$1.17M	Sell	19,999 -1,154	-5%	-$69.3K	0.34%	54
2022 Q3	$1.22M	Sell	21,153 -426	-2%	-$27.7K	0.39%	56
2022 Q2	$1.3M	Sell	21,579 -331	-2%	-$21.9K	0.4%	49
2022 Q1	$1.67M	Hold	21,910	–	–	0.59%	38
2021 Q4	$1.83M	Hold	21,910	–	–	0.6%	34
2021 Q3	$1.62M	Sell	21,910 -429	-2%	-$32.7K	0.64%	33
2021 Q2	$1.63M	Hold	22,339	–	–	0.71%	34
2021 Q1	$1.45M	Sell	22,339 -1,451	-6%	-$93.8K	0.86%	29
2020 Q4	$1.52M	Sell	23,790 -2	-0%	-$121	1.18%	23
2020 Q3	$1.37M	Hold	23,792	–	–	1.23%	23
2020 Q2	$1.23M	Sell	23,792 -4,748	-17%	-$228K	1.13%	24
2020 Q1	$1.18M	Sell	28,540 -252	-0.9%	-$11.9K	1.27%	22
2019 Q4	$1.39M	Sell	28,792 -776	-3%	-$36K	1.27%	18
2019 Q3	$1.33M	Sell	29,568 -1,400	-5%	-$63.3K	1.29%	18
2019 Q2	$1.42M	Sell	30,968 -852	-3%	-$37.5K	1.37%	17
2019 Q1	$1.37M	Sell	31,820 -648	-2%	-$26.5K	1.37%	18
2018 Q4	$1.22M	Buy	+32,468	New	+$1.31M	1.37%	19

Other funds holding IVW

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Market Street Wealth Management Advisors's IVW Position: Q2 2026 in Review

Market Street Wealth Management Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 2% in Q2 2026, selling an estimated $43.3K and leaving 16,305 shares worth $2.24M. The position accounts for 0.32% of the portfolio, ranked #37.

Market Street Wealth Management Advisors first reported a position in IVW in Q4 2018 and has held it in 31 quarters since. 1,457 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Market Street Wealth Management Advisors held 16,305 shares of iShares S&P 500 Growth ETF worth $2.24M as of Q2 2026.
Market Street Wealth Management Advisors sold 328 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $43.3K.
iShares S&P 500 Growth ETF made up 0.32% of Market Street Wealth Management Advisors's portfolio in Q2 2026, its #37 holding.
Market Street Wealth Management Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 31 quarters since.
1,457 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Market Street Wealth Management Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.