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

Mascoma 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	$360K	Sell	2,619 -145	-5%	-$19.1K	0.07%	69
2026 Q1	$313K	Buy	2,764 +145	+6%	+$17.4K	0.06%	71
2025 Q4	$323K	Hold	2,619	–	–	0.07%	69
2025 Q3	$316K	Hold	2,619	–	–	0.07%	71
2025 Q2	$288K	Hold	2,619	–	–	0.07%	70
2025 Q1	$243K	Hold	2,619	–	–	0.06%	85
2024 Q4	$266K	Sell	2,619 -367	-12%	-$36.6K	0.07%	85
2024 Q3	$286K	Sell	2,986 -1,500	-33%	-$138K	0.07%	79
2024 Q2	$415K	Sell	4,486 -1,000	-18%	-$86.2K	0.11%	62
2024 Q1	$463K	Sell	5,486 -790	-13%	-$63.5K	0.13%	60
2023 Q4	$471K	Sell	6,276 -730	-10%	-$52K	0.14%	58
2023 Q3	$479K	Sell	7,006 -1	-0%	-$71	0.15%	58
2023 Q2	$497K	Buy	7,007 +11	+0.2%	+$727	0.15%	59
2023 Q1	$454K	Buy	6,996 +293	+4%	+$17.9K	0.13%	74
2022 Q4	$392K	Buy	6,703 +1,670	+33%	+$100K	0.12%	81
2022 Q3	$291K	Buy	5,033 +2,645	+111%	+$172K	0.1%	96
2022 Q2	$144K	Buy	2,388 +951	+66%	+$62.9K	0.05%	137
2022 Q1	$110K	Buy	+1,437	New	+$108K	0.04%	173

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

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

Mascoma Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 5.2% in Q2 2026, selling an estimated $19.1K and leaving 2,619 shares worth $360K. The position accounts for 0.07% of the portfolio, ranked #69.

Mascoma Wealth Management first reported a position in IVW in Q1 2022 and has held it in 18 quarters since. The position peaked at $497K in Q2 2023. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Mascoma Wealth Management held 2,619 shares of iShares S&P 500 Growth ETF worth $360K as of Q2 2026.
Mascoma Wealth Management sold 145 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $19.1K.
iShares S&P 500 Growth ETF made up 0.07% of Mascoma Wealth Management's portfolio in Q2 2026, its #69 holding.
Mascoma Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q1 2022 and has held it in 18 quarters since.
Mascoma Wealth Management's iShares S&P 500 Growth ETF position peaked at $497K in Q2 2023.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.