MSA
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McAlister Sweet & Associates’s iShares S&P 500 Growth ETF IVW Stock Holding History

McAlister Sweet & Associates’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 		$218K Buy
+1,585
New +$209K 0.12% 36
2022
Q2 		– Sell
-2,738
Closed -$209K – 40
2022
Q1 		$209K Sell
2,738
-500
-15% -$37.6K 0.22% 27
2021
Q4 		$271K Buy
+3,238
New +$261K 0.24% 30

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
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
EWA
Encompass Wealth Advisors Portland, Oregon $328M AUM 26.97% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

McAlister Sweet & Associates's IVW Position: Q2 2026 in Review

McAlister Sweet & Associates opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 1,585 shares worth $218K. The stake represents 0.12% of the portfolio and ranks #36 among its holdings. This is a return to the name: McAlister Sweet & Associates previously reported a position in IVW as recently as Q1 2022.

McAlister Sweet & Associates first reported a position in IVW in Q4 2021 and has held it in 3 quarters since. The position peaked at $271K in Q4 2021. 686 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • McAlister Sweet & Associates held 1,585 shares of iShares S&P 500 Growth ETF worth $218K as of Q2 2026.
  • iShares S&P 500 Growth ETF was a new McAlister Sweet & Associates position in Q2 2026.
  • iShares S&P 500 Growth ETF made up 0.12% of McAlister Sweet & Associates's portfolio in Q2 2026, its #36 holding.
  • McAlister Sweet & Associates first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 3 quarters since.
  • McAlister Sweet & Associates's iShares S&P 500 Growth ETF position peaked at $271K in Q4 2021.
  • 686 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on McAlister Sweet & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.