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Mayflower Financial Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Mayflower Financial 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 		$19.3M Buy
140,415
+13,912
+11% +$1.84M 1.67% 9
2026
Q1 		$14.3M Buy
126,503
+7,004
+6% +$842K 1.74% 7
2025
Q4 		$14.7M Buy
119,499
+1,971
+2% +$241K 1.78% 7
2025
Q3 		$14.2M Buy
117,528
+5,347
+5% +$615K 1.78% 7
2025
Q2 		$12.4M Sell
112,181
-4,898
-4% -$485K 1.72% 6
2025
Q1 		$10.9M Buy
117,079
+3,156
+3% +$318K 1.65% 9
2024
Q4 		$11.6M Buy
113,923
+257
+0.2% +$25.6K 1.73% 8
2024
Q3 		$10.9M Sell
113,666
-1,936
-2% -$179K 1.64% 10
2024
Q2 		$10.7M Buy
115,602
+33,348
+41% +$2.87M 1.76% 8
2024
Q1 		$6.95M Buy
82,254
+26,946
+49% +$2.16M 1.16% 14
2023
Q4 		$4.15M Buy
55,308
+2,782
+5% +$198K 0.57% 45
2023
Q3 		$3.59M Buy
52,526
+14,569
+38% +$1.03M 0.54% 42
2023
Q2 		$2.68M Buy
37,957
+20,357
+116% +$1.35M 0.35% 65
2023
Q1 		$1.12M Buy
17,600
+2,274
+15% +$139K 0.15% 121
2022
Q4 		$897K Buy
15,326
+9,851
+180% +$592K 0.12% 135
2022
Q3 		$317K Buy
5,475
+805
+17% +$52.3K 0.05% 244
2022
Q2 		$282K Buy
4,670
+623
+15% +$41.2K 0.04% 257
2022
Q1 		$309K Sell
4,047
-130
-3% -$9.77K 0.04% 264
2021
Q4 		$349K Sell
4,177
-2
-0% -$161 0.05% 244
2021
Q3 		$326K Sell
4,179
-141
-3% -$10.7K 0.04% 245
2021
Q2 		$314K Sell
4,320
-8,088
-65% -$560K 0.04% 237
2021
Q1 		$808K Buy
12,408
+61
+0.5% +$3.94K 0.12% 114
2020
Q4 		$788K Buy
+12,347
New +$749K 0.14% 112

Other funds holding IVW

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
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

Mayflower Financial Advisors's IVW Position: Q2 2026 in Review

Mayflower Financial Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 11% in Q2 2026, buying an estimated $1.84M and bringing the position to 140,415 shares worth $19.3M. The position accounts for 1.67% of the portfolio, ranked #9.

Mayflower Financial Advisors first reported a position in IVW in Q4 2020 and has held it in 23 quarters since. 425 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Mayflower Financial Advisors held 140,415 shares of iShares S&P 500 Growth ETF worth $19.3M as of Q2 2026.
  • Mayflower Financial Advisors bought 13,912 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $1.84M.
  • iShares S&P 500 Growth ETF made up 1.67% of Mayflower Financial Advisors's portfolio in Q2 2026, its #9 holding.
  • Mayflower Financial Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 425 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.