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Mason & Associates (Virginia)’s iShares S&P 500 Growth ETF IVW Stock Holding History

Mason & Associates (Virginia)’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 		$4.57M Sell
33,204
-1,546
-4% -$204K 0.95% 11
2026
Q1 		$3.93M Sell
34,750
-546
-2% -$65.7K 0.9% 11
2025
Q4 		$4.35M Sell
35,296
-2,425
-6% -$297K 0.99% 11
2025
Q3 		$4.15M Hold
37,721
– – 1.04% 10
2025
Q2 		$4.15M Sell
37,721
-101
-0.3% -$10K 1.04% 10
2025
Q1 		$3.51M Sell
37,822
-226
-0.6% -$22.8K 1.01% 10
2024
Q4 		$3.86M Sell
38,048
-21
-0.1% -$2.1K 1.15% 9
2024
Q3 		$3.65M Sell
38,069
-1,225
-3% -$113K 1.12% 9
2024
Q2 		$3.64M Buy
+39,294
New +$3.39M 1.19% 9

Other funds holding IVW

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
EWA
Encompass Wealth Advisors Portland, Oregon $328M AUM 26.97% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Mason & Associates (Virginia)'s IVW Position: Q2 2026 in Review

Mason & Associates (Virginia) reduced its iShares S&P 500 Growth ETF (IVW) stake by 4.4% in Q2 2026, selling an estimated $204K and leaving 33,204 shares worth $4.57M. The position accounts for 0.95% of the portfolio, ranked #11.

Mason & Associates (Virginia) first reported a position in IVW in Q2 2024 and has held it in 9 quarters since. 620 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Mason & Associates (Virginia) held 33,204 shares of iShares S&P 500 Growth ETF worth $4.57M as of Q2 2026.
  • Mason & Associates (Virginia) sold 1,546 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $204K.
  • iShares S&P 500 Growth ETF made up 0.95% of Mason & Associates (Virginia)'s portfolio in Q2 2026, its #11 holding.
  • Mason & Associates (Virginia) first reported a position in iShares S&P 500 Growth ETF in Q2 2024 and has held it in 9 quarters since.
  • 620 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Mason & Associates (Virginia)'s 13F filing for Q2 2026, filed 14 Jul 2026.