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

MBA 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
Q1 		$2.15M Sell
19,040
-295
-2% -$35.5K 0.83% 28
2025
Q4 		$2.38M Sell
19,335
-432
-2% -$52.9K 0.96% 24
2025
Q3 		$2.39M Sell
19,767
-524
-3% -$60.3K 1.02% 22
2025
Q2 		$2.23M Sell
20,291
-809
-4% -$80.1K 1.03% 23
2025
Q1 		$1.96M Sell
21,100
-1,433
-6% -$144K 0.97% 27
2024
Q4 		$2.29M Sell
22,533
-10,124
-31% -$1.01M 1.15% 23
2024
Q3 		$3.13M Sell
32,657
-538
-2% -$49.7K 1.5% 20
2024
Q2 		$3.07M Sell
33,195
-100
-0.3% -$8.62K 1.57% 20
2024
Q1 		$2.81M Sell
33,295
-582
-2% -$46.8K 1.45% 21
2023
Q4 		$2.54M Sell
33,877
-318
-0.9% -$22.6K 1.42% 21
2023
Q3 		$2.34M Hold
34,195
– – 1.44% 19
2023
Q2 		$2.41M Hold
34,195
– – 1.44% 19
2023
Q1 		$2.18M Sell
34,195
-1,200
-3% -$73.4K 1.36% 22
2022
Q4 		$2.07M Hold
35,395
– – 1.35% 22
2022
Q3 		$2.05M Hold
35,395
– – 1.48% 20
2022
Q2 		$2.14M Sell
35,395
-200
-0.6% -$13.2K 1.47% 21
2022
Q1 		$2.72M Sell
35,595
-2,337
-6% -$176K 1.68% 16
2021
Q4 		$3.17M Buy
37,932
+11,932
+46% +$961K 1.97% 14
2021
Q3 		$1.92M Hold
26,000
– – 1.42% 19
2021
Q2 		$1.89K Sell
26,000
-100
-0.4% -$6.92K 0.88% 21
2021
Q1 		$1.7K Buy
+26,100
New +$1.69M 0.93% 20

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MBA Advisors's IVW Position: Q1 2026 in Review

MBA Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.5% in Q1 2026, selling an estimated $35.5K and leaving 19,040 shares worth $2.15M. The position accounts for 0.83% of the portfolio, ranked #28.

MBA Advisors first reported a position in IVW in Q1 2021 and has held it in 21 quarters since. The position peaked at $3.17M in Q4 2021. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • MBA Advisors held 19,040 shares of iShares S&P 500 Growth ETF worth $2.15M as of Q1 2026.
  • MBA Advisors sold 295 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $35.5K.
  • iShares S&P 500 Growth ETF made up 0.83% of MBA Advisors's portfolio in Q1 2026, its #28 holding.
  • MBA Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2021 and has held it in 21 quarters since.
  • MBA Advisors's iShares S&P 500 Growth ETF position peaked at $3.17M in Q4 2021.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on MBA Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.