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

MBL Wealth’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 		$211K Buy
+1,531
New +$202K 0.01% 367

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIA
Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return

MBL Wealth's IVW Position: Q2 2026 in Review

MBL Wealth opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 1,531 shares worth $211K. The stake represents 0.01% of the portfolio and ranks #367 among its holdings.

879 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • MBL Wealth held 1,531 shares of iShares S&P 500 Growth ETF worth $211K as of Q2 2026.
  • iShares S&P 500 Growth ETF was a new MBL Wealth position in Q2 2026.
  • iShares S&P 500 Growth ETF made up 0.01% of MBL Wealth's portfolio in Q2 2026, its #367 holding.
  • 879 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.