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

Mattern 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 		$3.75M Hold
27,280
– – 0.62% 31
2026
Q1 		$3.09M Sell
27,280
-848
-3% -$102K 0.6% 30
2025
Q4 		$3.47M Sell
28,128
-479
-2% -$58.6K 0.67% 29
2025
Q3 		$3.45M Hold
28,607
– – 0.69% 29
2025
Q2 		$3.15M Sell
28,607
-108
-0.4% -$10.7K 0.66% 29
2025
Q1 		$2.67M Buy
28,715
+474
+2% +$47.8K 0.59% 36
2024
Q4 		$2.87M Sell
28,241
-568
-2% -$56.7K 0.63% 31
2024
Q3 		$2.76M Sell
28,809
-1,055
-4% -$97.4K 0.61% 37
2024
Q2 		$2.76M Sell
29,864
-16
-0.1% -$1.38K 0.66% 45
2024
Q1 		$2.52M Sell
29,880
-594
-2% -$47.7K 0.61% 48
2023
Q4 		$2.29M Buy
30,474
+1,220
+4% +$86.8K 0.59% 50
2023
Q3 		$2M Sell
29,254
-430
-1% -$30.4K 0.59% 48
2023
Q2 		$2.09M Sell
29,684
-710
-2% -$46.9K 0.61% 47
2023
Q1 		$1.94M Sell
30,394
-1,386
-4% -$84.7K 0.64% 49
2022
Q4 		$1.86M Sell
31,780
-334
-1% -$20.1K 0.75% 45
2022
Q3 		$1.86M Sell
32,114
-22
-0.1% -$1.43K 0.75% 38
2022
Q2 		$1.94M Sell
32,136
-10,000
-24% -$662K 0.76% 36
2022
Q1 		$3.22M Sell
42,136
-161,247
-79% -$12.1M 1.05% 24
2021
Q4 		$17M Buy
203,383
+129,690
+176% +$10.4M 5% 2
2021
Q3 		$5.45M Buy
73,693
+1,996
+3% +$152K 1.83% 14
2021
Q2 		$5.31M Sell
71,697
-1,576
-2% -$109K 1.69% 16
2021
Q1 		$4.77M Sell
73,273
-75,237
-51% -$4.86M 1.68% 15
2020
Q4 		$9.48M Buy
148,510
+11,134
+8% +$675K 3.58% 4
2020
Q3 		$7.94M Buy
137,376
+33,324
+32% +$1.89M 3.4% 5
2020
Q2 		$5.4M Buy
104,052
+37,868
+57% +$1.82M 2.62% 8
2020
Q1 		$2.73M Sell
66,184
-5,752
-8% -$272K 1.97% 9
2019
Q4 		$3.48M Buy
+71,936
New +$3.33M 2.09% 5

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

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

Mattern Wealth Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 27,280 shares worth $3.75M. The position accounts for 0.62% of the portfolio, ranked #31.

Mattern Wealth Management first reported a position in IVW in Q4 2019 and has held it in 27 quarters since. The position peaked at $17M in Q4 2021. 2,127 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Mattern Wealth Management held 27,280 shares of iShares S&P 500 Growth ETF worth $3.75M as of Q2 2026.
  • Mattern Wealth Management left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Growth ETF made up 0.62% of Mattern Wealth Management's portfolio in Q2 2026, its #31 holding.
  • Mattern Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • Mattern Wealth Management's iShares S&P 500 Growth ETF position peaked at $17M in Q4 2021.
  • 2,127 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Mattern Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.