MBL Wealth
IVW icon

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
Q3 		$399K Buy
2,808
+1,277
+83% +$177K 0.02% 364
2026
Q2 		$211K Buy
+1,531
New +$202K 0.01% 367

Other funds holding IVW

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

MBL Wealth's IVW Position: Q3 2026 in Review

MBL Wealth increased its iShares S&P 500 Growth ETF (IVW) stake by 83% in Q3 2026, buying an estimated $177K and bringing the position to 2,808 shares worth $399K. The position accounts for 0.02% of the portfolio, ranked #364.

MBL Wealth first reported a position in IVW in Q2 2026 and has held it in 2 quarters since. 1,851 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • MBL Wealth held 2,808 shares of iShares S&P 500 Growth ETF worth $399K as of Q3 2026.
  • MBL Wealth bought 1,277 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $177K.
  • iShares S&P 500 Growth ETF made up 0.02% of MBL Wealth's portfolio in Q3 2026, its #364 holding.
  • MBL Wealth first reported a position in iShares S&P 500 Growth ETF in Q2 2026 and has held it in 2 quarters since.
  • 1,851 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on MBL Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.