MassMutual Private Wealth & Trust’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-628
| Closed | -$77.4K | – | 2445 |
|
|
2025
Q4 | $77.4K | Buy |
628
+78
| +14% | +$9.55K | ﹤0.01% | 655 |
|
|
2025
Q3 | $66.4K | Sell |
550
-411
| -43% | -$47.3K | ﹤0.01% | 708 |
|
|
2025
Q2 | $106K | Sell |
961
-242
| -20% | -$24K | ﹤0.01% | 573 |
|
|
2025
Q1 | $112K | Sell |
1,203
-382
| -24% | -$38.5K | ﹤0.01% | 528 |
|
|
2024
Q4 | $161K | Hold |
1,585
| – | – | ﹤0.01% | 486 |
|
|
2024
Q3 | $152K | Buy |
1,585
+265
| +20% | +$24.5K | ﹤0.01% | 450 |
|
|
2024
Q2 | $122K | Buy |
1,320
+120
| +10% | +$10.3K | ﹤0.01% | 481 |
|
|
2024
Q1 | $101K | Sell |
1,200
-97
| -7% | -$7.79K | ﹤0.01% | 476 |
|
|
2023
Q4 | $97.4K | Sell |
1,297
-225
| -15% | -$16K | ﹤0.01% | 471 |
|
|
2023
Q3 | $104K | Buy |
1,522
+97
| +7% | +$6.86K | ﹤0.01% | 448 |
|
|
2023
Q2 | $100K | Hold |
1,425
| – | – | ﹤0.01% | 443 |
|
|
2023
Q1 | $91K | Sell |
1,425
-75
| -5% | -$4.58K | ﹤0.01% | 434 |
|
|
2022
Q4 | $88K | Sell |
1,500
-2,468
| -62% | -$148K | ﹤0.01% | 421 |
|
|
2022
Q3 | $230K | Buy |
3,968
+2,468
| +165% | +$160K | 0.01% | 320 |
|
|
2022
Q2 | $91K | Sell |
1,500
-300
| -17% | -$19.9K | ﹤0.01% | 392 |
|
|
2022
Q1 | $137K | Sell |
1,800
-56
| -3% | -$4.21K | 0.01% | 363 |
|
|
2021
Q4 | $155K | Sell |
1,856
-100
| -5% | -$8.06K | 0.01% | 360 |
|
|
2021
Q3 | $145K | Sell |
1,956
-760
| -28% | -$57.9K | 0.01% | 362 |
|
|
2021
Q2 | $198K | Sell |
2,716
-24
| -0.9% | -$1.66K | 0.01% | 338 |
|
|
2021
Q1 | $178K | Hold |
2,740
| – | – | 0.01% | 341 |
|
|
2020
Q4 | $175K | Hold |
2,740
| – | – | 0.01% | 355 |
|
|
2020
Q3 | $158K | Hold |
2,740
| – | – | 0.01% | 346 |
|
|
2020
Q2 | $142K | Hold |
2,740
| – | – | 0.01% | 342 |
|
|
2020
Q1 | $113K | Sell |
2,740
-724
| -21% | -$34.2K | 0.01% | 331 |
|
|
2019
Q4 | $168K | Hold |
3,464
| – | – | 0.01% | 358 |
|
|
2019
Q3 | $156K | Hold |
3,464
| – | – | 0.01% | 357 |
|
|
2019
Q2 | $155K | Sell |
3,464
-800
| -19% | -$35.2K | 0.01% | 354 |
|
|
2019
Q1 | $184K | Hold |
4,264
| – | – | 0.01% | 345 |
|
|
2018
Q4 | $161K | Buy |
4,264
+2,760
| +184% | +$112K | 0.01% | 331 |
|
|
2018
Q3 | $66.6K | Hold |
1,504
| – | – | ﹤0.01% | 398 |
|
|
2018
Q2 | $61.1K | Hold |
1,504
| – | – | ﹤0.01% | 402 |
|
|
2018
Q1 | $58.3K | Sell |
1,504
-4,800
| -76% | -$191K | ﹤0.01% | 398 |
|
|
2017
Q4 | $241K | Buy |
6,304
+1,504
| +31% | +$56.2K | 0.02% | 327 |
|
|
2017
Q3 | $172K | Hold |
4,800
| – | – | 0.01% | 362 |
|
|
2017
Q2 | $164K | Buy |
+4,800
| New | +$163K | 0.01% | 343 |
|
|
2016
Q2 | – | Sell |
-660
| Closed | -$19.1K | – | 871 |
|
|
2016
Q1 | $19.1K | Buy |
+660
| New | +$18.2K | ﹤0.01% | 454 |
|
|
2014
Q1 | – | Sell |
-1,736
| Closed | -$42.9K | – | 614 |
|
|
2013
Q4 | $42.9K | Buy |
+1,736
| New | +$40.9K | 0.04% | 191 |
|
Other funds holding IVW
MassMutual Private Wealth & Trust's IVW Position: Q1 2026 in Review
MassMutual Private Wealth & Trust sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2026, closing a stake of 628 shares — an estimated $77.4K sold.
MassMutual Private Wealth & Trust first reported a position in IVW in Q4 2013 and held it in 37 quarters. The position peaked at $241K in Q4 2017. 2,041 funds tracked by Wall St. Rank hold IVW as of Q1 2026.
- MassMutual Private Wealth & Trust reported no remaining iShares S&P 500 Growth ETF position as of Q1 2026 after selling out during the quarter.
- MassMutual Private Wealth & Trust sold 628 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $77.4K.
- MassMutual Private Wealth & Trust first reported a position in iShares S&P 500 Growth ETF in Q4 2013 and held it in 37 quarters.
- MassMutual Private Wealth & Trust's iShares S&P 500 Growth ETF position peaked at $241K in Q4 2017.
- 2,041 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.
Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2026, filed 13 Apr 2026.