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Marshall & Sterling Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Marshall & Sterling Wealth 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 		$11.9K Hold
87
– – 0.01% 231
2026
Q1 		$9.79K Hold
87
– – 0.01% 234
2025
Q4 		$10.7K Hold
87
– – 0.01% 230
2025
Q3 		$10.4K Hold
87
– – 0.01% 337
2025
Q2 		$9.5K Buy
87
+1
+1% +$99 0.01% 338
2025
Q1 		$8K Sell
86
-1
-1% -$101 0.01% 366
2024
Q4 		$8.74K Buy
+87
New +$8.68K 0.01% 236

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's IVW Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 87 shares worth $11.9K. The position accounts for 0.01% of the portfolio, ranked #231.

Marshall & Sterling Wealth Advisors first reported a position in IVW in Q4 2024 and has held it in 7 quarters since. 2,136 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 87 shares of iShares S&P 500 Growth ETF worth $11.9K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Growth ETF made up 0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #231 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,136 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.